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ANALYST PORTFOLIO MANAGEMENT LTD.
CRD 114642File 801-50826
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.69B
Top 25% of cohort (national)
Discretionary AUM
$2.69B
Clients
2,192
2,192 accounts
Employees
56
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 3, 1995
- Principal office
- ALROV TOWER, 46 ROTHSCHILD BLVD., TEL AVIV, 6688312
- Phone
- 972-3-7147147
- Website
- HTTP://WWW.ANALYST.CO.IL
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.69B
- Discretionary AUM
- $2.69B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,192
- Non-discretionary accounts
- 0
- Total accounts
- 2,192
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 249 | $719.7M |
| Insurance companies | 4 | $836.2M |
| Charitable organizations | 22 | $184.3M |
| High net worth individuals | 182 | $402.5M |
| Individuals (other than high net worth individuals) | 1,735 | $543.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 47 | 56 | increased by9 |
| Apr 1, 2026 | Clients | 1,783 | 2,192 | increased by409 |
| Apr 1, 2026 | AUM | $1,499,647,287 | $2,686,327,947 | increased by$1,186,680,660 |
| Apr 1, 2026 | Accounts | 1,783 | 2,192 | increased by409 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 61 | 47 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,618 | 1,783 | increased by165 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $862,986,466 | $1,499,647,287 | increased by$636,660,821 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,618 | 1,783 | increased by165 |
| Mar 1, 2022 | Employees | 53 | 61 | increased by8 |
| Mar 1, 2022 | Clients | 1,467 | 1,618 | increased by151 |
| Mar 1, 2022 | AUM | $631,273,913 | $862,986,466 | increased by$231,712,553 |
| Mar 1, 2022 | Accounts | 1,467 | 1,618 | increased by151 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANALYST PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANALYST PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.