Investment adviser · CRD 114642
ANALYST PORTFOLIO MANAGEMENT LTD.
Investment adviser filing (IA)
TEL AVIV, Israel · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $2.69B Form ADV · Item 5.F
- Client accounts
- 2,192 Accounts, not individual clients
- Employees
- 56 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | 4 | $836,205,095 | 31.1% |
| Corporations & businesses | 249 | $719,729,448 | 26.8% |
| Individuals | 1,735 | $543,589,244 | 20.2% |
| High-net-worth individuals | 182 | $402,500,934 | 15.0% |
| Charities | 22 | $184,303,226 | 6.9% |
Filing source
Form ADV 2080565 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
ALROV TOWER, 46 ROTHSCHILD BLVD.TEL AVIV, 6688312, Israel
CRD 114642
Filing source
Form ADV 2080565 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.