LEVINE, DAVID ALAN
Adviser information for LEVINE, DAVID ALAN last updated from Form ADV on January 9th, 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 | Sole Proprietorship |
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Fiscal Year End | DECEMBER |
Legal Location | Israel |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 0 |
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 | No |
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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 | 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 | NO CURRENT ADVISING ACTIVITY |
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Compensation | NO FEES |
Identifiers
SEC RIA File Number | 801-78050 |
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SEC ERA File Number | 801-78050 |
SEC CIK Numbers | None |
SEC CRD Numbers | 167584 |
Legal Entity Identifier | None |
Principal Office
66 KATZENELBOGEN STREETAPARTMENT 8
JERUSALEM
Israel
SUNDAY-THURSDAY, 9AM-4PM
Tel: 941-2171099, Fax: 813-354-3486
Chief Compliance Officer
DAVID ALAN LEVINE
CEO
66 KATZENELBOGEN STREET
APARTMENT 8
JERUSALEM
Israel
Tel:
941-296-0647
Fax:
813-354-3486
D******@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LEVINE, DAVID, ALAN | Individual | – | CEO & CHIEF COMPLIANCE OFFICER | 06/2011 | > 75% |