AUMdb

Ibis Capital, Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 342382 · · ibiscapital.com
☆ Save with Pro ADV data as of Apr 24, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
1

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 0 $0
Insurance companies 0 $0
Corporations and other businesses 0 $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kevin W Van Hoesen Registered representative May 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/24/2026 984 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.

View current Form ADV (SEC/IAPD) ↗