ISRAEL INVESTMENT ADVISORS, LLC
Adviser information for ISRAEL INVESTMENT ADVISORS, LLC last updated from Form ADV on March 20th, 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 Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $34.0M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $34.0M |
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 | 1 | $28.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $5.3M |
| 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 | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-71569 |
|---|---|
| SEC ERA File Number | 801-71569 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153952 |
| Legal Entity Identifier | None |
Principal Office
1290 BROADWAY, SUITE 1100DENVER
CO
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 303-861-3798, Fax: 303-831-5082
Chief Compliance Officer
SEBRINA IVEY
CHIEF OPERATING OFFICER
1290 BROADWAY
SUITE 1100
DENVER
CO
United States
Tel:
303-831-5029
Fax:
303-831-5082
S****@********M
(Full email address available in API data)
Regulatory Contact
BRIAN J FRIEDMAN
PRESIDENT
1290 BROADWAY
SUITE 1100
DENVER
CO
United States
Tel:
303-831-5051
Fax:
303-831-5082
B********@********M
(Full email address available in API data)
Industry Affiliates
| GHP INVESTMENT ADVISORS INC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ISRAEL INVESTMENT FUND, L.P. | Hedge Fund | $31.0M | $0.1M | 68 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KARK, ANDREW, MICHAEL | Individual | – | PRINCIPAL | 05/2010 | 10-25% |
| GHP INVESTMENT ADVISORS INC | Domestic Entity | – | MANAGING PARTNER | 05/2010 | > 75% |
| FRIEDMAN, BRIAN, JAY | Individual | – | PRESIDENT | 05/2010 | < 5% |
| FRIEDMAN, BRIAN, JAY | Individual | GHP INVESTMENT ADVISORS, INC. | PRESIDENT / CHIEF COMPLIANCE OFFICER | 01/1999 | 25-50% |
| IVEY, SEBRINA, CHRISELDA | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |