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ANALYST PORTFOLIO MANAGEMENT LTD.
CRD 114642 · SEC 801-50826
ALROV TOWER, 46 ROTHSCHILD BLVD., TEL AVIV, CA, 6688312, Israel
Phone
972-3-7147147
Fax
972-3-7147142
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.69B
Discretionary AUM
$2.69B
Team
56 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1735 | $543.6M |
| High net worth individuals | 182 | $402.5M |
| Charitable organizations | 22 | $184.3M |
| Insurance companies | 4 | $836.2M |
| Corporations/business entities | 249 | $719.7M |
States served
CA, MA, NY
All web addresses on file
Official SEC filing: View on IAPD