| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 08/25/2025 |
| ADV Location | BINYAMINA, Israel |
| Contact Info | +97 xxxxxxx |
| Websites |
| AUM* | 94,939,567 181% |
| of that, discretionary | 89,980,469 190% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 491,915 32% |
| % High Net Worth | 18.58% 52% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds