AdvisorCensus / Financial advisors / Analyst Portfolio Management Ltd.
Analyst Portfolio Management Ltd. is an SEC-registered investment advisory firm in Tel Aviv, Israel, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Analyst Portfolio Management Ltd. compensated?
On its Form ADV (Item 5.E, October 2026), Analyst Portfolio Management Ltd. reports these compensation arrangements: a percentage of assets under its management.
How much does Analyst Portfolio Management Ltd. charge?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $300,000: 1.15% a year; $300,000 to $600,000: 1% a year; $600,000 to $900,000: 0.9% a year; $900,000 to $1,400,000: 0.75% a year; $1,400,000 to $2,700,000: 0.6% a year; Above $2,700,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Analyst Portfolio Management Ltd. located?
Analyst Portfolio Management Ltd.'s principal office is in Tel Aviv, Israel, according to its Form ADV.
Is Analyst Portfolio Management Ltd. registered with the SEC or a state?
Analyst Portfolio Management Ltd. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 114642.
How much does Analyst Portfolio Management Ltd. manage?
Analyst Portfolio Management Ltd. reports $2,686,327,947 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Analyst Portfolio Management Ltd.'s assets and staff changed since 2021?
In the Form ADV data for Analyst Portfolio Management Ltd.: Regulatory assets under management: $631,273,913 in the October 2021 data and $2,686,327,947 in the October 2026 data, up 326%. Total employees: 53 in October 2021 and 56 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Analyst Portfolio Management Ltd. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,735); corporations or other businesses not listed above (249); high net worth individuals (182).
Does Analyst Portfolio Management Ltd. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114642
Does Analyst Portfolio Management Ltd. state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The minimum account size for separate accounts is $ 300,000 ; however, in our sole discretion, we may agree to manage Separate Accounts below our stated minimum account size."
What changed in Analyst Portfolio Management Ltd.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,499,647,287 to $2,686,327,947 (+79%). Registered or notice-filed in MA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $300,000 | 1.15% |
| $300,000 to $600,000 | 1% |
| $600,000 to $900,000 | 0.9% |
| $900,000 to $1,400,000 | 0.75% |
| $1,400,000 to $2,700,000 | 0.6% |
| Above $2,700,000 | 0.5% |
The brochure's wording
Our Standard Separate Account Annual Fees are: Up to $300,000 - 1.15% $300,000 to $600,000 – 1.00% $600,000 to $900,000 – 0.9% $900,000 to $1,400,000 – 0.75% $1,400,000 to $2,700,000 – 0.6% Over $2,700,000 – 0.5%
Account minimum: $300,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size for separate accounts is $ 300,000 ; however, in our sole discretion, we may agree to manage Separate Accounts below our stated minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,686,327,947 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1995 (30 years)
- Employees
- Total: 56. Performing investment advisory functions: 21.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,686,327,947 | 56 | March 26, 2026 |
| October 2025 | $1,499,647,287 | 47 | March 28, 2025 |
| October 2024 | $1,034,154,344 | 46 | March 30, 2024 |
| October 2023 | $832,647,923 | 50 | March 6, 2023 |
| October 2022 | $862,986,466 | 61 | February 17, 2022 |
| October 2021 | $631,273,913 | 53 | June 14, 2021 |
Regulatory assets under management: $631,273,913 in the October 2021 data and $2,686,327,947 in the October 2026 data, up 326%.
Total employees: 53 in October 2021 and 56 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,499,647,287 to $2,686,327,947 (+79%).
- Registered or notice-filed in MA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Analyst Portfolio Management Ltd. (CRD 114642): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/analyst-portfolio-management-ltd-tel-aviv-114642