PIONEER ADMINISTRATIVE SERVICES LTD
Adviser information for PIONEER ADMINISTRATIVE SERVICES LTD last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Israel |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $1.0M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $1.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 3 | $1.0M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-111883 |
|---|---|
| SEC ERA File Number | 801-111883 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289467 |
| Legal Entity Identifier | 254900EQOECJE6HSEW72 |
Principal Office
8 HASADNAOT STREETAMZUR HOUSE, 4TH FLOOR
HERZLIYA PITUACH, TEL AVIV
Israel
SUNDAY - THURSDAY, 8 AM - 5 PM
Tel: 972-9-9611300, Fax: 972-9-9611305
Websites
Chief Compliance Officer
PEARLA ALEXANDER-HELLER
CHIEF OPERATIONS OFFICER; HR MANAGER
8 HASADNAOT STREET
AMZUR HOUSE, 4TH FLOOR
HERZLIYA PITUACH
Israel
Tel:
972-9-9611309
P******@************M
(Full email address available in API data)
Industry Affiliates
| PIONEER FAMILY OFFICE, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PIONEER INTERNATIONAL LTD | Foreign Entity | – | OWNER | 11/1992 | > 75% |
| Gonen, Dafna | Individual | – | CHIEF EXECUTIVE OFFICER; DIRECTOR | 02/2010 | < 5% |
| Galin, Omer | Individual | – | DIRECTOR | 06/1988 | < 5% |
| Ellis, Michael | Individual | – | CHIEF INVESTMENT OFFICER | 03/2000 | < 5% |
| Pearla, Alexander-Heller | Individual | – | CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER; HR MANAGER | 02/1997 | < 5% |
| INDIGO INTERNATIONAL GROUP LIMITED | Foreign Entity | PIONEER INTERNATIONAL LTD. | OWNER | 11/1999 | > 75% |