Analyst Portfolio Management Ltd. (Tel Aviv)

Name: Analyst Portfolio Management Ltd.
Address: Alrov Tower, 46 Rothschild Blvd., Tel Aviv, 6688312
Telephone: 972-3-7147147

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.

Analyst Portfolio Management: assets under management

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 firm manages $493.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $348.26 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 50% of the total AUM. The second-largest asset type is exchange traded securities, which make up 18% of the firm’s portfolio. Investments in investment grade corporate bonds form 16% of the total invested assets.

Fees & Commissions

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.

What kind of clients Shmuel Lev serves?

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.

Careers at Analyst Portfolio Management Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Analyst I.M.S. Investment Management Services Ltd.	Shareholder	1 Jul 1985	75% - 100%	foreign entity
Nava Levy	Chief financial officer	1 Jan 2003	Other	5511177
Shmuel Lev	Director	1 Jun 2009	Other	4435519
Tzur Peleg	Ceo	1 Mar 2010	Other	5776122
Itzik Shenidovski	Chairman of board	1 Sep 2010	Other	5899460
Avi Israel	Director	1 Jan 2011	Other	5899470
Michal Hacker	Legal counsel	1 Jun 2011	Other	5976399
Galia Hever	Director	1 Sep 2011	Other	5979958
Alon Agushevitz	Coo	1 Jan 2012	Other	6048485
Roey Broner	Chief compliance officer	1 Mar 2012	Other	6045716
Yigal Brosh	Director	1 Jun 2012	Other	6168223
Oded Eliyahu	Director	1 Oct 2013	Other	6292086
Sivan Orgad	Director	1 Dec 2013	Other	6292090
Ofer Lotan	Ceo	1 Jun 2014	Other	6326782
Alon Agushevitz	Ceo	1 Jun 2016	Other	6048485
Ortal Sela	Coo	1 Jun 2016	Other	6665610
Tal Torem	Cco	1 Oct 2016	Other	6719620
Dana Marom Inbar	Legal counsel	1 Dec 2016	Other	6762349
Noga Yatziv	Director	1 Jan 2017	Other	6771949
Hely Rachel Ganon	Cco	1 Aug 2017	Other	6844721
Dikla Yacov Chen	Cco	1 Aug 2018	Other	7032991
Franck Jacques Cohen	Legal counsel	1 Dec 2018	Other	7052567

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Shmuel Lev	Shareholder	1 Jun 1985	25% - 50%	4435519
Ehud Shiloni	Shareholder	1 Jul 1985	25% - 50%	4435457

Based in Tel Aviv

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.