ANALYST PORTFOLIO MANAGEMENT LTD.
Adviser information for ANALYST PORTFOLIO MANAGEMENT LTD. last updated from Form ADV on March 30th, 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 | 46 |
|---|---|
| Investment Advisory/Research | 21 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 73 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,639 | $1.0B |
| Non-Discretionary | 0 | $0 |
| Total | 1,639 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,394 | $352.8M |
| HNW Individuals | 75 | $162.6M |
| 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 | 1 | $3.2M |
| Charitable organizations | 23 | $71.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 5 | $192.7M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 141 | $251.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 97 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-50826 |
|---|---|
| SEC ERA File Number | 801-50826 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 114642 |
| Legal Entity Identifier | None |
Principal Office
ALROV TOWER, 46 ROTHSCHILD BLVD.TEL AVIV
Israel
SUNDAY-THURSDAY, 8:30-17:30
Tel: 972-3-7147147, Fax: 972-3-7147142
Chief Compliance Officer
ORTAL SELA
46 ROTHSCHILD, ALROV TOWER
TEL AVIV
Israel
Tel:
972-37147147
Fax:
972-37147142
O****@************L
(Full email address available in API data)
Regulatory Contact
ALON AGUSHEVITZ
CEO
46 ROTHSCHILD, ALROV TOWER
TEL AVIV
Israel
Tel:
972-37147147
Fax:
927-37147164
A***@************L
(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 |
|---|---|---|---|---|---|
| ANALYST I.M.S. INVESTMENT MANAGEMENT SERVICES LTD. | Foreign Entity | – | SHAREHOLDER | 07/1985 | > 75% |
| SHILONI, EHUD | Individual | ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD | SHAREHOLDER | 07/1985 | 25-50% |
| LEV, SHMUEL | Individual | ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD | SHAREHOLDER | 06/1985 | 25-50% |
| LEVY, NAVA | Individual | – | CHIEF FINANCIAL OFFICER | 01/2003 | < 5% |
| LEV, SHMUEL | Individual | – | DIRECTOR | 06/2009 | < 5% |
| SHENIDOVSKI, ITZIK | Individual | – | CHAIRMAN OF BOARD | 09/2010 | < 5% |
| YATZIV, NOGA | Individual | – | DIRECTOR | 01/2017 | < 5% |
| Cohen, Franck, Jacques | Individual | – | LEGAL COUNSEL | 12/2018 | < 5% |
| Eshel Yakir, oriana | Individual | – | COO | 08/2020 | < 5% |
| GOLDSTEIN, LIAN | Individual | – | DIRECTOR | 05/2021 | < 5% |
| Shumrai, Naor | Individual | – | DIRECTOR | 03/2022 | < 5% |
| Sela, Ortal | Individual | – | CCO | 02/2023 | < 5% |
| AGUSHEVITZ, ALON | Individual | – | CEO | 02/2023 | < 5% |