Asset manager · TEL Aviv, Israel
Analyst Portfolio Management LTD.
SEC-registered investment adviser · CRD 114642 · SEC 801-50826
At a glance
Analyst Portfolio Management LTD. is an SEC-registered investment adviser based in TEL Aviv, Israel, with $2.7 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is insurance companies, and it reports 1,917 individual clients. By Form ADV it is a asset manager, ranked 928th of 3,218 asset managers and 3,037th of 17,210 SEC-registered advisers by assets.
Main office +97237147147analyst.co.ilAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among asset managers
- #928 of 3,218
- Rank among all SEC RIAs
- #3,037 of 17,210
- Individual clients
- 1,917
- High-net-worth clients
- 182
- Accounts
- 2,192
- Discretionary
- 100% of AUM
- Employees
- 56
- Advisory staff
- 21
- Offices
- 1
Owners and executives on its Form ADV
- Nava LevyChief Financial Officer
- Shmuel LevDirector
- Itzik ShenidovskiChairman of Board
- Noga YatzivDirector
- Franck J. CohenLegal Counsel
- oriana Eshel YakirCOO
- Lian GoldsteinDirector
- Naor ShumraiDirector
- Ortal SelaCCO
- Alon AgushevitzCEO
Custody and brokerage
Custodian
Analyst Portfolio Management LTD.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 4 | $836M | 31% |
| Corporations or other businesses | 249 | $720M | 27% |
| Individuals | 1,735 | $544M | 20% |
| High-net-worth individuals | 182 | $403M | 15% |
| Charitable organizations | 22 | $184M | 7% |
Disciplinary disclosures
Analyst Portfolio Management LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗analyst.co.il ↗
AtlasMembers
The full record on Analyst Portfolio Management LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 843 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Analyst Portfolio Management LTD. manage?
Analyst Portfolio Management LTD. reports $2.7 billion in regulatory assets under management across 2,192 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Analyst Portfolio Management LTD.?
Analyst Portfolio Management LTD. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Analyst Portfolio Management LTD.’s clients?
By assets, its largest client types are insurance companies ($836 million, 4 clients); corporations or other businesses ($720 million, 249 clients); individuals ($544 million, 1,735 clients).
Does Analyst Portfolio Management LTD. have any disciplinary history?
Analyst Portfolio Management LTD. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Analyst Portfolio Management LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →