# IBN Asset Management

IBN Asset Management is a Bank / Wealth / Trust based in Thousand Oaks, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Thousand Oaks, United States
- **Region:** North America
- **Address:** Thousand Oaks, CA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** ibnassetmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/ibn-asset-management

## Regulatory record

- **CRD number:** 290114
- **SEC file number:** 801-118749
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290114

## About

IBN Asset Management was founded in 2017 and is based in Thousand Oaks, California. The firm provides portfolio management and investment advisory services on both a discretionary and non-discretionary basis. Its client base is composed of corporations and government entities, positioning the firm as an institutional asset manager rather than a retail wealth advisor. The firm's strategy centers on constructing tailored portfolios for a concentrated set of institutional clients. IBN manages separate accounts, giving it the flexibility to adjust asset allocation, manager selection, and risk parameters to each client's specific charter. The geographic focus is domestic US. Team size and total assets under management are not publicly disclosed. The firm operates from a single office in Thousand Oaks, with no known adjacent vehicles, philanthropic foundations, or operating-company affiliations. IBN's structural differentiator is its client-vertical focus. Rather than pursuing a broad wealth-management or mass-affluent strategy, the firm targets two specific institutional buyer types — corporations and government entities — that demand high-touch, bespoke mandates. This niche positioning allows IBN to operate without the distribution overhead of a retail platform, though it also caps growth absent a productized fund vehicle.

## Questions

### Does IBN Asset Management participate in fund commitments or only direct mandates?

Based on its service description, IBN provides discretionary and non-discretionary portfolio management via separate accounts, not pooled funds. This structure is typical for institutional advisers managing customized mandates for a limited number of corporate and government clients, rather than operating a fund-of-funds or offering commingled vehicles.

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Last updated: 2026-08-11T02:43:31.692Z

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