REIGO BY MEITAV FUND ADVISORY LTD
Adviser information for REIGO BY MEITAV FUND ADVISORY LTD last updated from Form ADV on February 5th, 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 | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Israel |
Employees
| Total Number of Employees | 0 |
|---|---|
| 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129194 |
|---|---|
| SEC ERA File Number | 802-129194 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328744 |
| Legal Entity Identifier | None |
Principal Office
SHESHET HAYAMIM ROADCHAMPION TOWER
BNEI BRAK
Israel
SUNDAY-THURSDAY, 9AM-9PM ISRAEL TIME ZONE
Tel: +972-52-857-9788, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| REIGO BY MEITAV DASH GP LTD | Sponsor, GP, manager of pooled investment vehicles |
| REIGO INVESTMENTS LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| REIGO BY MEITAV, LP | THE FUND INVESTS IN LOANS THAT ARE BACKED BY REAL ESTATE | $108.6M | $0.1M | 304 |
| REIGO US FUND 1, LP | THE FUND INVESTS IN LOANS THAT ARE BACKED BY REAL ESTATE | $0.0M | $0.1M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Lavi, Mevi, NMN | Individual | – | ADDITIONAL REGULATORY CONTACT | 10/2023 | < 5% |
| Omer, Yariv | Individual | – | BOARD MEMBER/DIRECTOR | 01/2020 | 10-25% |
| REIGO INVESTMENTS LTD | Foreign Entity | REIGO BY MEITAV DASH HOLDINGS LTD | SHAREHOLDER | 01/2020 | 25-50% |
| MEITAV DASH INVESTMENTS LTD | Foreign Entity | REIGO BY MEITAV DASH HOLDINGS LTD | SHAREHOLDER | 01/2020 | 50-75% |
| REIGO BY MEITAV DASH HOLDINGS LTD | Foreign Entity | – | SHAREHOLDER | 01/2020 | > 75% |
| Elalouf, David, Jean | Individual | – | BOARD MEMBER/DIRECTOR | 01/2020 | < 5% |
| Ben Yehuda, Omer, NMN | Individual | – | BOARD MEMBER/DIRECTOR | 01/2020 | < 5% |