Galilei Investment Office LLP

RIASEC RegisteredEst. 2022
Total AUM
$996M
Discretionary
$996M
100% of AUM
Avg account
$26.2M
Accounts
38
Employees
12
Advisory reps
2

Firm details

Headquarters
London,
CRD number
319352
Registered since
April 25, 2022
Custodians
BANK JULIUS BAER & CO. LTD, GUERNSEY BRANCH, BANK JULIUS BAER & CO. LTD., ZURICH BRANCH, EDMOND DE ROTHSCHILD (SUISSE) S.A., BANK PICTET & CIE (EUROPE) AG, SUCCURSALE DE LUXEMBOURG
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses59.01%
  • Other40.99%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Galilei Investment Office LLP is an independent registered investment adviser organized as an LLP and registered with the SEC in 2022. The firm lists its ownership as a mix of a foreign entity and an individual and reports an institutional client base while also providing portfolio management services for individuals and small businesses. Compensation is via both a percentage of assets under management and fixed fees. The firm is not identified as an active ESG investor and does not report multi-state advisory status or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 39%, Exchange Traded Equities 34%, US Government Bonds 13%, Investment Grade Corp Bonds 8%, Non-Investment Grade Corp Bonds 4%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%39%
  • Other39%
  • Exchange Traded Equities34%
  • US Government Bonds13%
  • Investment Grade Corp Bonds8%
  • Non-Investment Grade Corp Bonds4%

Owners & executives

2 of 2

  • Amir Levy

    CEO and Managing PartnerCRD 4580930

  • Milena Ivanova

    Milena Ivanova

    Co-Founder & Chief Operating OfficerCRD 7513933

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 15

Active vs passive

$182M in ETFs

Passive

100%

$182M

Active

<1%

$364K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$57.3M76,73031.50%
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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
2nd Floor
Office locations

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