JB
JB

Justin Borus

21 Years of Experience
Denver, CO

Justin Borus is a registered investment advisor at Ibex Investors LLC, based in Denver, CO, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$29.9M average
Assets Under Management
$926.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Ibex Investors charges investment management fees based on the value of the assets they manage and/or a performance-based incentive allocation or carried interest. The management fee ranges from 0.0% to 2.0% per year, depending on the specific investment fund. The performance fee ranges from 0.0% to 50.0% of the net increase in the value of an investor's capital account, subject to a high-water mark. Some funds also have a performance hurdle. Certain funds in the Select Co-Investment strategy that do not charge fees or charge reduced fees, also charge investors a withdrawal fee which is applicable if the investor withdrawals from one of the other fee-paying Ibex Funds.

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Location

250 Fillmore Street, Suite 150, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ibex Investors LLC
April 2004 - Present · 22 yrs 1 mo
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.