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| Keyboard |
| Analyst Portfolio Management Ltd
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|---|---|
| CRD # | 114642 |
| SEC # | 801-50826 |
| CIK # | |
| AUM | 2,686.3 M (2026-03-26) |
| Employees | 56 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 97237147147 |
| Address | Alrov Tower, 46 Rothschild Blvd Tel Aviv, Israel |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,735 | 0.5 |
| (b) Individuals (high net worth individuals) | 182 | 0.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 22 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 249 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,192 | 2.7 |
| By Discretionary | ||
| Discretionary | 2,192 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,192 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 0.1 | |
| Total | 2,192 | 2.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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VA | 2,725.7 M |
|
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OR | 2,666.6 M |
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2,657.6 M | |
|
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|
TN | 2,657.3 M |
|
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|
IL | 2,655.5 M |
|
Garde Capital Inc
✚
|
WA | 2,654.9 M |
|
Embree Financial Group
✚
|
IL | 2,644.9 M |