CLARITY CAPITAL KCPS LTD

RIASEC RegisteredEst. 2012
Total AUM
$782M
Discretionary
$771M
99% of AUM
Avg account
$4M
Accounts
194
Employees
18
Advisory reps
10

Firm details

Headquarters
ramatgan,
CRD number
160662
Registered since
March 30, 2012
Custodians
PERSHING LLC, BANK LEUMI LE-ISRAEL B.M., BANK HAPOALIM LTD., JPMORGAN NY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses47.31%
  • HNWI44.99%
  • Individuals6.2%
  • Other Investment Advisers1.42%
  • Banking / Thrift Institutions0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarity Capital Kcps Ltd. operates as a capital allocator serving both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers, which signals a mix of direct discretionary management and outsourced manager relationships. Its fee model combines percentage-of-AUM billing with performance-based fees, consistent with an allocator that places capital into third‑party funds as well as managed separate accounts. Investment preferences emphasize liquid public funds as a core sleeve alongside allocations to external alternative managers. The firm is not identified as an active ESG investor. Given the reported use of selection-of-other-advisers, Clarity Capital appears to blend in-house portfolio construction with outsourced specialist managers—particularly for hedge fund and real estate exposure.

Assets & Accounts

Public Holdings

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: Public Funds/Mutual Funds 40%, Investment Grade Corp Bonds 28%, Private Funds 12%, Cash & Cash Equivalents 7%, Exchange Traded Equities 4%, US Government Bonds 3%, Sovereign Bonds 3%, Non-Investment Grade Corp Bonds 1%, Other 1%40%
  • Public Funds/Mutual Funds40%
  • Investment Grade Corp Bonds28%
  • Private Funds12%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities4%

Owners & executives

3 of 5
  • AMIR LEYBOVITCH

    CEOCRD 6317402

  • ERAN PELEG

    Chief Investment OfficerCRD 6028106

  • MENGEL RONEN

    Chief Financial OfficerCRD 7713904

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Contacts

3 of 5
  • DAVID STEINHARDT

    Co-Founder & Co-PresidentCRD 6027815

  • LAURENCE SCHREIBER

    Co-PresidentCRD 2389538

  • JOHAN ERROL ABRAHAM KADOCHE

    ShareholderCRD 7935909

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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

ramatgan, null

Location

ramatgan, null

Headquartered in ramatgan, null.

Address
Sasson Hogi Tower 20th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth