Analyst Portfolio Management Ltd.
Firm details
- Headquarters
- Tel Aviv,
- CRD number
- 114642
- Registered since
- December 3, 1995
- Website
- www.analyst.co.il
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies31.13%
- Corporations / Businesses26.79%
- Individuals20.24%
- HNWI14.98%
- Charitable Organizations6.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Analyst Portfolio Management Ltd. is a corporate, SEC-registered investment adviser that has been operating since 1995. It is organized as an institutional RIA with ownership tied to a combination of a foreign entity and an individual. The firm serves both individual and family clients as well as institutional accounts and bills on a percentage-of-AUM basis. Its advisory remit covers discretionary portfolio management for individuals and small businesses, separately for businesses or institutional clients, and the firm also engages in publishing periodicals or newsletters. Analyst Portfolio Management Ltd. does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds48%
- Investment Grade Corp Bonds17%
- Sovereign Bonds15%
- Exchange Traded Equities9%
- Public Funds/Mutual Funds6%
Owners & executives
3 of 4Oriana Eshel Yakir
COOCRD 7356665
Nava Levy
Chief Financial OfficerCRD 5511177

Alon Agushevitz
CEOCRD 6048485
Contacts
3 of 6Shmuel Lev
DirectorCRD 4435519
Noga Yatziv
DirectorCRD 6771949
Franck Cohen
Legal CounselCRD 7052567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tel Aviv, null
Location
Tel Aviv, null
Headquartered in Tel Aviv, null.
- Address
- Alrov Tower 46 Rothschild Blvd
- Office locations
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