RIA Intel›Advisers›New York›IBIS CAPITAL MANAGEMENT, LLC

IBIS CAPITAL MANAGEMENT, LLC

Advisory

BUFFALO, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in NY

#4,635

of 5,722 advisers by AUM

Average account

$221K

across 166 accounts

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients120

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

120 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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