THOUSAND OAKS, CACRD 290114Latest ADV March 31, 2026
Ibn Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated March 31, 2026, reports $508M in regulatory assets under management, 6 employees, and 71 accounts.
Assets Under Management
$508M
Employees
6
Offices
--
Total Clients
12
Primary office
THOUSAND OAKS, CA
463 PENNSFIELD PLACE, SUITE 201, THOUSAND OAKS, CA, United States
Top client segmentCorporations represent 100.0% of total clients.
Top client categories% of clientsClients
1
Corporations
100.0%
12
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$508Mas of March 31, 2026
Discretionary33.3%
$169M
33% of total RAUM33.3%
Non-discretionary66.7%
$339M
67% of total RAUM66.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$508M
Total Accounts71
10Y AUM Change+$341M (+204.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.