IBEX Capital Management
Privacy Policy
Effective Date: June 26, 2026
Last Updated: June 26, 2026
Introduction
IBEX Capital Management (“Company,” “we,” “us,” or “our”) is a wealth management firm headquartered at 1000 Corporate Dr., Suite 700, Fort Lauderdale, FL 33334. We provide sophisticated financial planning, investment advisory, and wealth management services to high-earning professionals, founders, business owners, entrepreneurs, professional athletes, and high-net-worth families.
We are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information about you when you visit our website at ibexcapitalmanagement.com, use our services, or interact with us in any other way.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org), 1000 Corporate Dr., Suite 700, Fort Lauderdale, FL 33334.
Please read this Policy carefully. By accessing our website or using our services, you acknowledge that you have read, understood, and agree to the practices described herein. If you do not agree with this Policy, please do not use our website or services.
Information We Collect
We collect information in the following ways:
2.1 Information You Provide Directly
When you interact with us — including completing our intake form, contacting us, or becoming a client — you may provide:
- Full name, date of birth, and government-issued identification details
- Contact information such as mailing address, email address, and phone number
- Financial information including income, assets, investment goals, risk tolerance, and account details
- Employment and business ownership information
- Tax identification numbers and other information required for regulatory compliance
- Communications you send to us, including inquiries via our website contact form
2.2 Information Collected Automatically
When you visit our website, we may automatically collect:
- IP address and approximate geographic location
- Browser type, operating system, and device identifiers
- Pages visited, time spent on pages, and referring URLs
- Cookies and similar tracking technologies (see Section 7 for details)
2.3 Information from Third Parties
We may receive information about you from third parties such as:
- Credit reporting agencies and financial data providers
- Custodians, broker-dealers, and other financial institutions
- Publicly available government and regulatory databases
- Referral partners and professional advisors, with your consent
How We Use Your Information
We use the information we collect for the following purposes:
3.1 Providing Our Services
- Opening and managing investment accounts and client relationships
- Delivering personalized financial planning, investment advisory, and wealth management services
- Processing transactions and executing investment instructions
- Generating account statements, reports, and performance analyses
3.2 Legal and Regulatory Compliance
- Complying with applicable federal and state securities laws and regulations, including those administered by FINRA and the SEC
- Fulfilling know-your-customer (KYC) and anti-money-laundering (AML) obligations
- Responding to lawful requests from regulatory authorities
- Maintaining records as required by applicable law
3.3 Business Operations and Communication
- Communicating with you about your account, services, and relevant updates
- Sending educational materials, newsletters, or market commentary (with your consent where required)
- Improving and personalizing our website and service offerings
- Analyzing usage patterns to enhance user experience
- Preventing fraud, unauthorized access, and other illegal activity
Disclosure of Your Information
We do not sell your personal information. We may share your information only in the following circumstances:
4.1 Service Providers and Partners
We may share information with trusted third parties who assist us in operating our business, including:
- MML Investors Services, LLC, our broker-dealer and investment advisory affiliate
- Custodians and clearing firms that hold or process your investments
- Technology providers, data analytics firms, and cloud service providers
- Legal, accounting, and compliance advisors
All service providers are contractually required to protect your information and may use it only to perform services on our behalf.
4.2 Legal Requirements
We may disclose your information if required to do so by law or in response to valid legal process, including subpoenas, court orders, or regulatory inquiries. We may also disclose information to protect the rights, property, or safety of IBEX Capital Management, our clients, or others.
4.3 Business Transfers
In the event of a merger, acquisition, reorganization, or sale of all or substantially all of our assets, your information may be transferred to the successor entity. You will be notified of any such transfer and any changes to this Privacy Policy.
4.4 Consent
We may share your information with additional third parties with your express consent.
Financial Privacy — Gramm-Leach-Bliley Act
As a financial services firm, we are subject to the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations. We provide annual privacy notices to our clients as required by law. Key points include:
- We collect nonpublic personal information about you as described above.
- We do not share nonpublic personal information with nonaffiliated third parties except as permitted by law (e.g., to process transactions or service your account).
- You have the right to opt out of certain sharing of your nonpublic personal information with nonaffiliated third parties for marketing purposes. Please contact us using the information in Section 11 to exercise this right.
- We protect your nonpublic personal information with administrative, technical, and physical safeguards.
Data Security
We maintain a comprehensive information security program designed to protect your personal and financial information against unauthorized access, use, disclosure, alteration, or destruction. Our safeguards include:
- Encryption of sensitive data in transit and at rest
- Access controls that limit information access to authorized personnel on a need-to-know basis
- Regular security assessments and vulnerability testing
- Employee training on data security and privacy practices
- Secure disposal of records containing personal information
While we take reasonable measures to protect your information, no data transmission over the internet or electronic storage system is completely secure. You are responsible for maintaining the confidentiality of any login credentials and for notifying us promptly if you suspect unauthorized access to your account.
Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance functionality and analyze website traffic. Types of cookies we use include:
- Essential Cookies: Required for the website to function properly (e.g., session management).
- Analytics Cookies: Help us understand how visitors interact with our website (e.g., via Google Analytics or similar tools).
- Preference Cookies: Remember your settings and preferences.
You can control cookie settings through your browser. Most browsers allow you to refuse cookies or delete existing ones. However, disabling certain cookies may affect the functionality of our website. We do not currently respond to “Do Not Track” signals from browsers.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Policy, to provide services to you, and to comply with our legal and regulatory obligations. For clients, we are required by securities regulations to retain certain records for minimum periods (typically three to six years, or longer in some cases). When information is no longer needed, we dispose of it securely.
Your Rights and Choices
Depending on your state of residence and applicable law, you may have the following rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you.
- Correction: Request correction of inaccurate or incomplete information.
- Deletion: Request deletion of your personal information, subject to our legal and regulatory retention obligations.
- Opt-Out of Marketing: Opt out of receiving promotional communications from us at any time by contacting us or using the unsubscribe link in marketing emails.
- Data Portability: In certain circumstances, receive a copy of your data in a structured, commonly used format.
To exercise any of these rights, please contact us using the information provided in Section 11. We will respond to your request within a reasonable timeframe, and no later than as required by applicable law. We may need to verify your identity before processing your request.
California Privacy Rights
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know about personal information we collect, the right to delete, and the right to opt-out of the sale or sharing of personal information. As noted above, we do not sell your personal information.
California residents may also request information about our disclosure of personal information to third parties for their direct marketing purposes under California Civil Code § 1798.83. To make such a request, contact us using the information in Section 11.
Contact Us
If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have concerns about how we handle your information, please contact us:
IBEX Capital Management
1000 Corporate Dr., Suite 700
Fort Lauderdale, FL 33334
Phone: (561) 800-6068 Website: ibexcapitalmanagement.com
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the “Last Updated” date at the top of this Policy and, where appropriate, notify you by email or through a prominent notice on our website. We encourage you to review this Policy periodically.
Your continued use of our website or services after any changes to this Policy constitutes your acceptance of the updated terms.
