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ANALYST PORTFOLIO MANAGEMENT LTD.
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ANALYST PORTFOLIO MANAGEMENT LTD.
(CRD# 114642)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Tel Aviv, Israel.
The SEC approved the firm to operate as an RIA in
Dec 1995.
In
Oct 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$541.6 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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ANALYST PORTFOLIO MANAGEMENT LTD.
also reported in
Oct 2018:
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45
employees,
with
26
performing advisory functions.
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Registration with one or more foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ANALYST PORTFOLIO MANAGEMENT LTD. has no disclosure events reported to the SEC at this time.
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ANALYST PORTFOLIO MANAGEMENT LTD. has Notice Filings with the following State Securities Authorities:
CA-Mar 2011, FL-Nov 2012, NY-Nov 2012, PA-Nov 2012
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
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