Pioneer Administrative Services Ltd

RIASEC RegisteredEst. 2017
Total AUM
$105K
Discretionary
$105K
100% of AUM
Avg account
$105K
Accounts
1
Employees
5
Advisory reps
4

Firm details

Headquarters
Herzliya Pituach Tel Aviv,
CRD number
289467
Registered since
October 19, 2017
Custodians
BANK JULIUS BAR & CO.AG
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pioneer Administrative Services Ltd is a small, SEC-registered adviser that focuses on portfolio management for individuals and small businesses and on selecting external managers. Registered in 2017, the firm identifies as a capital allocator serving individual and family clients and charges fees as a percentage of assets under management. Its filing classifies the firm as unclassified and indicates it is not an active ESG investor and is not registered as a multi-state adviser. Investment activity shows a conservative tilt. The firm reports a fixed-income preference and places the bulk of managed assets into US government bonds. At the same time, Pioneer Administrative Services Ltd allocates to third‑party alternative managers — private equity, hedge funds and real estate — as part of its broader toolkit. The combination of a dominant government-bond position with selective external alternative allocations suggests a strategy built around core income and liquidity with targeted exposure to illiquids or return-enhancing strategies through external managers.

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: US Government Bonds 80%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%80%
  • US Government Bonds80%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 3
  • Dafna Gonen

    Dafna Gonen

    Director and CEOCRD 6839489

  • Michael Ellis

    Michael Ellis

    Director and Chief Investment OfficerCRD 6840378

  • Alexander-Heller Pearla

    Alexander-Heller Pearla

    Chief Operations OfficerCRD 6840379

Contacts

1 of 1
  • Omer Galin

    Omer Galin

    Co-Founder and Co-ChairmanCRD 6840376

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

Herzliya Pituach Tel Aviv, null

Location

Herzliya Pituach Tel Aviv, null

Headquartered in Herzliya Pituach Tel Aviv, null.

Address
8 Hasadnaot St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth