{
  "crd_number": 114642,
  "slug": "analyst-portfolio-management-ltd-tel-aviv-114642",
  "primary_business_name": "ANALYST PORTFOLIO MANAGEMENT LTD.",
  "legal_name": "ANALYST PORTFOLIO MANAGEMENT LTD.",
  "dbas": [],
  "city": "Tel Aviv",
  "state": null,
  "country": "Israel",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-12-03",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 2686327947.0,
  "raum_discretionary": 2686327947.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 56,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 184303226.0,
      "count": 22
    },
    "individuals": {
      "raum": 543589244.0,
      "count": 1735
    },
    "insurance_companies": {
      "raum": 836205095.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 402500934.0,
      "count": 182
    },
    "corporations_other_businesses": {
      "raum": 719729448.0,
      "count": 249
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MA",
    "NY"
  ],
  "websites": [
    "https://analyst.co.il",
    "https://facebook.com/%D7%90%D7%A0%D7%9C%D7%99%D7%A1%D7%98-2241215406112044"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114642",
  "city_as_filed": "TEL AVIV",
  "url": "https://advisorcensus.com/firm/analyst-portfolio-management-ltd-tel-aviv-114642",
  "display_name": "Analyst Portfolio Management Ltd.",
  "summary": "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.",
  "citation": "AdvisorCensus. Analyst Portfolio Management Ltd. (CRD 114642): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Analyst Portfolio Management Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Analyst Portfolio Management Ltd. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Analyst Portfolio Management Ltd. charge?",
      "a": "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."
    },
    {
      "q": "Where is Analyst Portfolio Management Ltd. located?",
      "a": "Analyst Portfolio Management Ltd.'s principal office is in Tel Aviv, Israel, according to its Form ADV."
    },
    {
      "q": "Is Analyst Portfolio Management Ltd. registered with the SEC or a state?",
      "a": "Analyst Portfolio Management Ltd. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 114642."
    },
    {
      "q": "How much does Analyst Portfolio Management Ltd. manage?",
      "a": "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)."
    },
    {
      "q": "How have Analyst Portfolio Management Ltd.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Analyst Portfolio Management Ltd. serve?",
      "a": "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)."
    },
    {
      "q": "Does Analyst Portfolio Management Ltd. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Analyst Portfolio Management Ltd. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Analyst Portfolio Management Ltd.'s recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 631273913.0,
      "total_employees": 53,
      "filing_date": "2021-06-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 862986466.0,
      "total_employees": 61,
      "filing_date": "2022-02-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 832647923.0,
      "total_employees": 50,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1034154344.0,
      "total_employees": 46,
      "filing_date": "2024-03-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1499647287.0,
      "total_employees": 47,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2686327947.0,
      "total_employees": 56,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,499,647,287 to $2,686,327,947 (+79%).",
        "Registered or notice-filed in MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $300,000",
        "rate": "1.15%"
      },
      {
        "band": "$300,000 to $600,000",
        "rate": "1%"
      },
      {
        "band": "$600,000 to $900,000",
        "rate": "0.9%"
      },
      {
        "band": "$900,000 to $1,400,000",
        "rate": "0.75%"
      },
      {
        "band": "$1,400,000 to $2,700,000",
        "rate": "0.6%"
      },
      {
        "band": "Above $2,700,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$300,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $300,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 300000.0,
          "rate_pct": 1.15
        },
        {
          "min": 300000.0,
          "max": 600000.0,
          "rate_pct": 1.0
        },
        {
          "min": 600000.0,
          "max": 900000.0,
          "rate_pct": 0.9
        },
        {
          "min": 900000.0,
          "max": 1400000.0,
          "rate_pct": 0.75
        },
        {
          "min": 1400000.0,
          "max": 2700000.0,
          "rate_pct": 0.6
        },
        {
          "min": 2700000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 300000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/analyst-portfolio-management-ltd-tel-aviv-114642.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1735,
      "fewer_than_5": false,
      "raum": 543589244.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 182,
      "fewer_than_5": false,
      "raum": 402500934.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 22,
      "fewer_than_5": false,
      "raum": 184303226.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 836205095.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 249,
      "fewer_than_5": false,
      "raum": 719729448.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114642",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}