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ANALYST PORTFOLIO MANAGEMENT LTD.
CRD 114642File 801-50826
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.