Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/30/2012
ADV Location RAMAT-GAN, Israel
Contact Info 972 xxxxxxx
Websites
AUM* 782,334,823 35%
of that, discretionary 770,853,080 35%
Number of Employees 18 -14%
of those in investment advisory functions 6 -33%
Private Fund GAV* 0
Avg Account Size 4,032,654 12%
% High Net Worth 54.12% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

771M 661M 551M 440M 330M 220M 110M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary