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Lybis Investing

Lybis Investing. CRD 315770

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CRD: 315770

Lybis Investing

Broomfield, CO
3056082793
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
--
Established Date
08-27-2021
Office Locations
1

Office Locations

-- Broomfield CO

About Lybis Investing

LYBIS Investing provides personalized investment management and financial planning for retail clients, building diversified, low-cost portfolios that target market returns while emphasizing funds and companies with strong sustainability scores. The firm focuses on ETF- and fund-based allocation, with ongoing rebalancing and quarterly reporting, and offers a client portal through supported custodians such as Altruist.

Team overview

31 AVG AGE
$4.9M AVG AUM / ADVISOR
$329.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Radial Ridge Delta Capital frontier

Client Personas

Zenith legacy

Custodian

Matrix Peak Pathway

Investment Themes

Atlas Value Bridge North signal

Investment Vehicles

Alpha focus Ridge

Services

Ridge vertex Harbor summit Catalyst Oak Element Vertex Frontier horizon Radial

Owner & Executives

Adrien Vanpoperinghe

Adrien Vanpoperinghe

Chief Compliance Officer, FOUNDER, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner

CRD
#7406646
Ownership
75% or more
(408) 778-2910
quantum.glacier@focuscapital.com
in linkedin.com/in/wave-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,943,828 --
Non-Discretionary $0 --
Total $4,943,828 --

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Separately Managed Accounts

Total SMA Asset: $4,943,828

$4.9M Total SMA
Equity - Exchange:
43.1%
Corporate - Investment Grade:
33.8%
Cash:
23.1%
Asset class Assets Assets %
Equity - Exchange $469,712,291 43.1%
Corporate - Investment Grade $368,359,059 33.8%
Cash $251,748,350 23.1%
Total $1,089,819,700 100.0%

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