ISRAEL INVESTMENT FUND GROUP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
323002

Firm profile

FINTRX

Overview

Israel Investment Fund Group is an LLC owned by an individual and organized to sponsor and operate pooled investment vehicles. The firm appears to focus on private fund activity: its record lists roles as sponsor, general partner and managing member of pooled funds. The adviser classification in the public snapshot is unclassified and its SEC registration year is not recorded. The firm is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • JERAD SCHEMPP

    Chief Operating OfficerCRD 7629778

Contacts

2 of 2
  • HIRBOD ETESSAMI

    Managing PartnerCRD 7629774

  • DAVID WOHLBERG

    Managing PartnerCRD 7629777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8383 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth