Owner · IBS Capital LLC
Theresa M. Taft
CRD 722702 · Named on Form ADV at one SEC-registered adviser
At a glance
IBS Capital LLC, an SEC-registered private fund adviser based in Medfield, MA with $123 million in regulatory assets, lists Theresa M. Taft on its Form ADV as Owner, a control person.
Firms and roles
- IBS Capital LLCOwnerPrivate fund adviser · Medfield, MA · $123M in regulatory assets
AtlasMembers
Theresa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- David A. TaftOwner/president, IBS Capital LLC
- James S. HorneChief Compliance Officer, IBS Capital LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Theresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.