Analyst Portfolio Management Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 26, 2026, reports $2.7B in regulatory assets under management, 56 employees, and 2,192 accounts.
Assets Under Management
$2.7B
Employees
56
Offices
--
Total Clients
2,192
Primary office
TEL AVIV
ALROV TOWER, 46 ROTHSCHILD BLVD., TEL AVIV, Israel
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
1,735
2
Corporations
11.4%
249
3
HNWI
8.3%
182
4
Charitable
1.0%
22
5
Insurance Cos.
0.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 26, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts2,192
10Y AUM Change+$2.2B (+447.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee39:1
10Y Employee Change+19 (+51.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.