Analyst Portfolio Management Ltd.

RIASEC RegisteredEst. 1995
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$1.2M
Accounts
2,192
Employees
56
Advisory reps
10

Firm details

Headquarters
Tel Aviv,
CRD number
114642
Registered since
December 3, 1995
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 48%, Investment Grade Corp Bonds 17%, Sovereign Bonds 15%, Exchange Traded Equities 9%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 5%48%
  • Private Funds48%
  • Investment Grade Corp Bonds17%
  • Sovereign Bonds15%
  • Exchange Traded Equities9%
  • Public Funds/Mutual Funds6%

Owners & executives

3 of 4
  • Oriana Eshel Yakir

    Oriana Eshel Yakir

    COOCRD 7356665

  • Nava Levy

    Chief Financial OfficerCRD 5511177

  • Alon Agushevitz

    Alon Agushevitz

    CEOCRD 6048485

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Contacts

3 of 6
  • Shmuel Lev

    DirectorCRD 4435519

  • Noga Yatziv

    DirectorCRD 6771949

  • Franck Cohen

    Legal CounselCRD 7052567

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tel Aviv, null

Location

Tel Aviv, null

Headquartered in Tel Aviv, null.

Address
Alrov Tower 46 Rothschild Blvd
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth