IBEX INVESTORS LLC

HTTPS://WWW.IBEXINVESTORS.COM DENVER, CO Investment Advisor Hedge Fund How do I update this listing?

Also known as:

  • LAZARUS MANAGEMENT CO LLC
  • MOVING BOX INC

Ibex Investors is based out of Denver. Ibex Investors is a large advisory firm with 17 clients and discretionary assets under management (AUM) of $509,678,552 (Form ADV from 2019-03-31). Their last reported 13F filing for Q1 2019 included $1,122,761,000 in managed 13F securities and a top 10 holdings concentration of 91.71%. Ibex Investors's largest holding is iShares New York Muni Bond ETF with shares held of 8,000,000. Whalewisdom has at least 10 13F filings, 52 13D filings, 38 13G filings, and 1 Form 4 filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $1.123 Billion
  • Prior Market Value $614.364 Million
  • New Purchases16 stocks
  • Additional Purchases16 stocks
  • Sold out of115 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 91.71 %
  • Turnover % [1]:233.93%
  • Turnover Alt % [2]: 83.77 %
  • Time Held Top20:2.40 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:2.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -2.44%
Performance Last 4 Quarters: -9.48%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

IBEX INVESTORS LLC
Classified as Hedge Fund
3200 CHERRY CREEK SOUTH DRIVE SUITE 670
DENVER CO    80209
Country: United States

Business Phone: 303-500-8821
Fax: 303-309-2675
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 17
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 110,777,000
Total Number of Clients: 17
Amount of client funds and securities by related persons: 388,425,000
Total Number of clients from related persons: 10
Disclosures: 11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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IBEX INVESTORS LLC

ownership team - last updated 2019-03-31
Name Title Start Date Direct/Indirect % Ownership
BORUS, JUSTIN, BRADLEY MANAGER AND CHIEF INVESTMENT OFFICER 02/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATHENAINVEST ADVISORS LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER AND CHIEF INVESTMENT OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01
ABRAMS, BRIAN, TODD PRESIDENT 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC PRESIDENT OF ISRAEL OPPERATIONS direct 2011-07-01
LAZARUS MANAGEMENT COMPANY LLC PRESIDENT direct 2011-07-01
AVERBACH, ADAM, DANIEL GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2014-11-01
IBEX INVESTMENT HOLDINGS LLC SOLE MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC SOLE MEMBER direct 2016-04-01
ATHENAINVEST ADVISORS LLC MEMBER indirect 2016-06-01
Huff, Laura, Campbell CHIEF OPERATING OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC CHIEF OPERATING OFFICER direct 2017-09-01
JBB HOLDINGS INC. CLASS A MEMBER IBEX INVESTMENT HOLDINGS LLC 04/01/2016 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC CLASS A MEMBER indirect 2016-04-01
ATHENAINVEST ADVISORS LLC CLASS A MEMBER indirect 2016-04-01
BORUS, JUSTIN, BRADLEY SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY JBB HOLDINGS INC. 04/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ATHENAINVEST ADVISORS LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER AND CHIEF INVESTMENT OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
IBEX BEHAVIORAL FINANCE FUND LP United States 805-4732244115 Hedge Fund 124,018,140 250,000 Master Fund
IBEX PARTNERS (GAUZY) LP United States 805-1652467451 Private Equity Fund 7,127,325 10,000
IBEX PARTNERS (MW) LLLP United States 805-5795373525 Private Equity Fund 7,716,994 1,250,000
IBEX MICROCAP FUND LLLP United States 805-3493237744 Hedge Fund 20,288,445 500,000
IBEX PARTNERS (ZIMPERIUM) LLLP United States 805-8983505252 Private Equity Fund 830,775 3,285
IBEX PARTNERS (KAMINARIO) LLLP United States 805-8878552152 Private Equity Fund 4,516,704 10,000
IBEX ISRAEL FUND LLLP United States 805-6852283966 Hedge Fund 286,902,628 500,000 Master Fund
IBEX PARTNERS (SHOES.COM) LLLP United States 805-5188665667 Private Equity Fund 0 10,000
IBEX SPC (OFFSHORE) LTD. Cayman Islands 805-7659485440 Private Equity Fund 892,939 25,000
IBEX PARTNERS (NEXAR) LP United States 805-6418377845 Private Equity Fund 596,703 50,000
IBEX DRIVERLESS FUND LP United States 805-5559546248 Hedge Fund 46,311,985 500,000 Master Fund

IBEX INVESTORS LLC

ownership team - last updated 2018-05-24
Name Title Start Date Direct/Indirect % Ownership
BORUS, JUSTIN, BRADLEY MANAGER AND CHIEF INVESTMENT OFFICER 02/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATHENAINVEST ADVISORS LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER AND CHIEF INVESTMENT OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01
ABRAMS, BRIAN, TODD PRESIDENT 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC PRESIDENT OF ISRAEL OPPERATIONS direct 2011-07-01
LAZARUS MANAGEMENT COMPANY LLC PRESIDENT direct 2011-07-01
AVERBACH, ADAM, DANIEL GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2014-11-01
IBEX INVESTMENT HOLDINGS LLC SOLE MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC SOLE MEMBER direct 2016-04-01
ATHENAINVEST ADVISORS LLC MEMBER indirect 2016-06-01
Huff, Laura, Campbell CHIEF OPERATING OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC CHIEF OPERATING OFFICER direct 2017-09-01
JBB HOLDINGS INC. CLASS A MEMBER IBEX INVESTMENT HOLDINGS LLC 04/01/2016 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LAZARUS MANAGEMENT COMPANY LLC CLASS A MEMBER indirect 2016-04-01
ATHENAINVEST ADVISORS LLC CLASS A MEMBER indirect 2016-04-01
BORUS, JUSTIN, BRADLEY SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY JBB HOLDINGS INC. 04/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ATHENAINVEST ADVISORS LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGER AND CHIEF INVESTMENT OFFICER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC MANAGING MEMBER direct 2003-02-01
LAZARUS MANAGEMENT COMPANY LLC SOLE SHAREHOLDER, DIRECTOR, PRESIDENT, TREASURER AND SECRETARY indirect 2016-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
IBEX ISRAEL FUND 1 LLLP United States 805-3136487280 Hedge Fund 89,942,525 500,000 Feeder Fund
IBEX BEHAVIORAL FINANCE FUND (OFFSHORE) LTD. Cayman Islands 805-9960995934 Hedge Fund 2,350,611 250,000 Feeder Fund
IBEX ISRAEL FUND (OFFSHORE) LTD. Cayman Islands 805-8466409916 Hedge Fund 19,600,271 250,000 Feeder Fund
IBEX BEHAVIORAL FINANCE FUND (OFFSHORE) MASTER LTD. Cayman Islands 805-9891333010 Hedge Fund 4,556,054 250,000 Master Fund
IBEX BEHAVIORAL FINANCE FUND LP United States 805-4732244115 Hedge Fund 55,570,077 250,000
IBEX PARTNERS (GAUZY) LP United States 805-1652467451 Private Equity Fund 4,254,204 10,000
IBEX DRIVERLESS FUND LP United States 805-5559546248 Hedge Fund 30,070,653 500,000
IBEX BEHAVIORAL FINANCE FUND 1 LP United States 805-7008484171 Hedge Fund 85,943,140 250,000
IBEX PARTNERS (MW) LLLP United States 805-5795373525 Private Equity Fund 6,555,378 1,250,000
IBEX MICROCAP FUND LLLP United States 805-3493237744 Hedge Fund 20,232,329 500,000
IBEX PARTNERS (ZIMPERIUM) LLLP United States 805-8983505252 Private Equity Fund 1,088,478 3,285
IBEX PARTNERS (KAMINARIO) LLLP United States 805-8878552152 Private Equity Fund 8,288,658 10,000
IBEX ISRAEL FUND LLLP United States 805-6852283966 Hedge Fund 189,006,174 500,000 Master Fund
LAZARUS PARTNERS (SHOES.COM) LLLP United States 805-5188665667 Private Equity Fund 7,632 10,000
IBEX SPC (OFFSHORE) LTD. Cayman Islands 805-7659485440 Private Equity Fund 0 25,000
IBEX PARTNERS (NEXAR) LP United States 805-6418377845 Private Equity Fund 0 50,000

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
IBEX INVESTORS LLC Telit Communications PLC 2017-08-15 5,965,000 4.6%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
IBEX INVESTORS LLC Telit Communications PLC 2017-08-10 4,191,000 3.23%
IBEX INVESTORS LLC Marimedia Ltd 2017-07-20 3,974,750 6.56%
IBEX INVESTORS LLC Marimedia Ltd 2017-03-08 4,817,500 7.97%
IBEX INVESTORS LLC Marimedia Ltd 2016-06-22 4,957,500 8.2%
IBEX INVESTORS LLC Marimedia Ltd 2015-09-10 5,021,000 7.56%
IBEX INVESTORS LLC Marimedia Ltd 0 0%

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