Capra Ibex Advisors LLC is a large advisory firm based in New York. It manages $6.89 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.
Capra Ibex Advisors provides portfolio management for pooled investment vehicles and provide non-discretionary investment advice and analysis to clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capra Ibex Advisors LLC is $6.89 billion. The firm's AUM has grown by 54% since the beginning of its operation, and $122.17 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Capra Ibex Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and banking or thrift institutions. The largest group of clients of Capra Ibex Advisors is banking or thrift institutions with 1 clients and $6.77 billion of assets under management. Among the 7 most similar advisory firms, Capra Ibex Advisors has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $6.89 billion for 3 clients. 66% of the firm’s clients are foreign persons or businesses.
Capra Ibex Advisors also advises several private funds.
The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capra Ibex Advisors LLC performs its advisory services is located at 1230 Avenue Of The Americas, 2 Nd Floor, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-621-4700. The normal business hours are 9am-5pm on Monday - Friday.