| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 12/03/1995 |
| ADV Location | TEL AVIV, Israel |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 2,686,327,947 160% |
| of that, discretionary | 2,686,327,947 160% |
| Number of Employees | 56 22% |
| of those in investment advisory functions | 21 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,225,515 94% |
| % High Net Worth | 8.30% 81% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds