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
Fiscal Year End DECEMBER
Legal Location Israel

Employees

Total Number of Employees 1
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

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
Compensation NO FEES

Identifiers

SEC RIA File Number 801-78050
SEC ERA File Number 801-78050
SEC CIK Numbers None
SEC CRD Numbers 167584
Legal Entity Identifier None

Principal Office

66 KATZENELBOGEN STREET
APARTMENT 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
(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
LEVINE, DAVID, ALAN Individual CEO & CHIEF COMPLIANCE OFFICER 06/2011 > 75%

No. Employees, Historic

10502020202120222023202420251 on 1/9/20201 on 1/13/20211 on 1/10/20221 on 1/9/20231 on 1/9/2024

RAUM, Historic

10502020202120222 on 1/9/20202 on 1/13/2021