Analyst Portfolio Management Ltd. is a large advisory firm based in Tel Aviv. It manages $493.48 million of regulatory assets for 1,417 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, New York, and Pennsylvania.
Analyst Portfolio Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Analyst Portfolio Management Ltd. is $493.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and $471.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Analyst Portfolio Management Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Shmuel Lev is individuals with 1,286 clients and $285.57 million of assets under management. Among the 10 most similar advisory firms, Analyst Portfolio Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $493.48 million for 1,417 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 97% of the firm’s clients are foreign persons or businesses.
Analyst Portfolio Management doesn't advise any private funds.
The company employs 44 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 48 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Shmuel Lev has been acting as President since 1 Jun 2009. Franck Jacques Cohen joined the executive team most recently as the Legal Counsel.
The principal office where Analyst Portfolio Management Ltd. performs its advisory services is located at Alrov Tower, 46 Rothschild Blvd., Tel Aviv, 6688312, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 972-3-7147147 or by fax 972-3-7147142. The normal business hours are 8:30-17:30 on Other. You can find more information about the New York firm at analyst.co.il.