# 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.

- CRD: 114642
- Filed as: ANALYST PORTFOLIO MANAGEMENT LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tel Aviv, Israel
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114642
- AdvisorCensus page: https://advisorcensus.com/firm/analyst-portfolio-management-ltd-tel-aviv-114642

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- 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

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,686,327,947
- Discretionary: $2,686,327,947
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,735 | $543,589,244 |
| High net worth individuals | 182 | $402,500,934 |
| Charitable organizations | 22 | $184,303,226 |
| Insurance companies | 4 | $836,205,095 |
| Corporations or other businesses not listed above | 249 | $719,729,448 |

### 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

### Firm details
- Registered since: 1995 (30 years)
- Employees: 56 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- analyst.co.il
- Facebook @אנליסט-2241215406112044

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $631,273,913 | 53 | June 14, 2021 |
| October 2022 | $862,986,466 | 61 | February 17, 2022 |
| October 2023 | $832,647,923 | 50 | March 6, 2023 |
| October 2024 | $1,034,154,344 | 46 | March 30, 2024 |
| October 2025 | $1,499,647,287 | 47 | March 28, 2025 |
| October 2026 | $2,686,327,947 | 56 | March 26, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Analyst Portfolio Management Ltd. (CRD 114642): Form ADV filing data as of October 2026.