Ibn Asset Management, LLC

IBN Asset Management, LLC is a registered investment adviser based in Thousand Oaks, CA, established in November 2017. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients can grant discretionary authority for account management, with the firm formulating investment strategies. Non-discretionary services require client approval before transactions. IBNAM primarily advises on fixed income securities, including corporate debt, government securities, and mutual funds. As of December 31, 2024, the firm manages $155,158,280 in client assets on a discretionary basis and $330,266,229 on a non-discretionary basis. Fees for portfolio management services are asset-based or flat, not exceeding 50 bps, and are billed quarterly. IBNAM has a revenue-sharing agreement with Goldman Sachs Trust, potentially leading to conflicts of interest. The firm does not accept performance-based fees or engage in side-by-side management. IBNAM serves state or municipal government entities, municipal entity conduit borrowers, and corporations, with no minimum account size requirement. The firm's investment strategies include technical analysis, modern portfolio theory, and long-term and short-term purchases. IBNAM does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information.