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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Analyst Portfolio Management Ltd
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|---|---|
| CRD # | 114642 |
| SEC # | 801-50826 |
| CIK # | |
| AUM | $1.5 B (2025-03-28) |
| Employees | 47 (45% Investors, 0% Brokers) |
| Phone | 97237147147 |
| Address | Alrov Tower, 46 Rothschild Blvd Tel Aviv, Israel |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,480 | 412.5 |
| (b) Individuals (high net worth individuals) | 102 | 218.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.6 |
| (h) Charitable organizations | 20 | 84.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 399.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 176 | 381.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,783 | 1,499.6 |
| By Discretionary | ||
| Discretionary | 1,783 | 1,499.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,783 | 1,499.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,457.5 | |
| United States Persons | 42.1 | |
| Total | 1,783 | 1,499.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Pension Consultants LLC
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|
MA | 1.5 |
|
Weatherly Asset Management LP
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|
CA | 1.5 |
|
M Financial Asset Management Inc
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|
OR | 1.5 |
|
SHP Wealth Management LLC
✚
|
MA | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |
|
Clearwater Capital Advisors LLC
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|
IL | 1.5 |
|
Independence Square Holdings LLC
✚
|
PA | 1.5 |
|
Annis Gardner Whiting Capital Advisors LLC
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|
FL | 1.5 |
|
HBW Advisory Services LLC
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|
CA | 1.5 |
|
ERN Financial LLC
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|
WI | 1.5 |