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CAPRA IBEX ADVISORS LLC

NEW YORK, NY · CRD 160834 · IAPD ↗ · 646-968-9242

$146.7MRegulatory AUM
5Advisory reps
7Employees
2Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2025 — CAPRA IBEX ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $146.7M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
November 2024 — CAPRA IBEX ADVISORS LLC reported RAUM up 120% ($66.7M -> $146.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
February 2024 — CAPRA IBEX ADVISORS LLC reported RAUM down 99% ($7.74B -> $65.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
February 2024 — CAPRA IBEX ADVISORS LLC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.