|
⚲
|
| Analyst Portfolio Management Ltd
✚
| |
|---|---|
| CRD # | 114642 |
| SEC # | 801-50826 |
| CIK # | |
| AUM | $1.0 BB (2024-03-30) |
| Employees | 46 (46% Investors, 0% Brokers) |
| Phone | 97237147147 |
| Address | Alrov Tower, 46 Rothschild Blvd Tel Aviv, Israel |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,394 | 352.8 |
| (b) Individuals (high net worth individuals) | 75 | 162.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.2 |
| (h) Charitable organizations | 23 | 71.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 192.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 141 | 251.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,639 | 1,034.2 |
| By Discretionary | ||
| Discretionary | 1,639 | 1,034.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,639 | 1,034.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 994.1 | |
| United States Persons | 40.0 | |
| Total | 1,639 | 1,034.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wallington Asset Management LLC
✚
|
IN | 1.1 |
|
Apriem Advisors
✚
|
CA | 1.0 |
|
9258 Wealth Management LLC
✚
|
OH | 1.0 |
|
Marcellus Investment Managers Private Limited
✚
|
1.0 | |
|
MLG Wealth Management Inc
✚
|
MN | 1.0 |
|
Alpen Partners International AG
✚
|
1.0 | |
|
Vision Capital Management Inc
✚
|
OR | 1.0 |
|
Association Financial Services Inc
✚
|
UT | 1.0 |
|
Great Waters Wealth Management
✚
|
MN | 1.0 |
|
Journey Advisory Group LLC
✚
|
KY | 1.0 |