GALILEI INVESTMENT OFFICE LLP
Adviser information for GALILEI INVESTMENT OFFICE LLP last updated from Form ADV on March 28th, 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 | Limited Liability Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | 33 | $976.5M |
| Non-Discretionary | 0 | $0 |
| Total | 33 | $976.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| 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 | 15 | $532.2M |
| Other | 18 | $444.3M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 97 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123595 |
|---|---|
| SEC ERA File Number | 801-123595 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319352 |
| Legal Entity Identifier | 213800J48RWOXFJ28B04 |
Principal Office
2ND FLOOR6 CAVENDISH SQUARE
LONDON
United Kingdom
Monday - Friday, 9 AM TO 17.30 PM
Tel: 44 20 3848 5800, Fax: None
Chief Compliance Officer
MILENA IVANOVA
2ND FLOOR
6 CAVENDISH SQUARE
LONDON
United Kingdom
Tel:
44 20 3848 5808
M*****@************M
(Full email address available in API data)
Regulatory Contact
AMIR LEVY
CHIEF EXECUTIVE OFFICER
2ND FLOOR
6 CAVENDISH SQUARE
LONDON
United Kingdom
Tel:
44 20 3848 5801
A***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEVY, AMIR | Individual | JOROGU LIMITED | SHAREHOLDER | 10/2017 | |
| LEVY, AMIR | Individual | – | MANAGING PARTNER, OWNER, CEO | 09/2017 | < 5% |
| Ivanova, Milena, Dimitrova | Individual | – | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
| GALILEI INVESTMENT OFFICE (JERSEY) LIMITED | Foreign Entity | – | GENERAL PARTNER, OWNER | 10/2017 | > 75% |
| DIMOR, AVI | Individual | GALILEI INVESTMENT OFFICE (JERSEY) LIMITED | SHAREHOLDER | 02/2018 | 25-50% |
| JOROGU LIMITED | Foreign Entity | GALILEI INVESTMENT OFFICE (JERSEY) LIMITED | SHAREHOLDER | 05/2022 | 25-50% |
| LEVY, SHANI | Individual | JOROGU LIMITED | SHAREHOLDER | 11/2023 | 25-50% |