{ "crd_number": 319352, "slug": "galilei-investment-office-llp-london-319352", "primary_business_name": "GALILEI INVESTMENT OFFICE LLP", "legal_name": "GALILEI INVESTMENT OFFICE LLP", "dbas": [ "GALILEI INVESTMENT OFFICE (ISRAEL) LTD" ], "city": "London", "state": null, "country": "United Kingdom", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-04-25", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 996071870.0, "raum_discretionary": 996071870.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 12, "advisory_employees": 7, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 408270662.0, "count": 25, "description": "TRUSTS/QUALIFIED/ACCREDITED INVESTORS" }, "corporations_other_businesses": { "raum": 587801208.0, "count": 13 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://galileiio.com", "https://linkedin.com/company/galilei-investment-office" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319352", "city_as_filed": "LONDON", "url": "https://advisorcensus.com/firm/galilei-investment-office-llp-london-319352", "display_name": "Galilei Investment Office LLP", "summary": "Galilei Investment Office LLP is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Galilei Investment Office LLP (CRD 319352): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Galilei Investment Office LLP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Galilei Investment Office LLP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "How much does Galilei Investment Office LLP charge?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Galilei Investment Office LLP located?", "a": "Galilei Investment Office LLP's principal office is in London, United Kingdom, according to its Form ADV." }, { "q": "Is Galilei Investment Office LLP registered with the SEC or a state?", "a": "Galilei Investment Office LLP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319352." }, { "q": "How much does Galilei Investment Office LLP manage?", "a": "Galilei Investment Office LLP reports $996,071,870 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Galilei Investment Office LLP's assets and staff changed since 2022?", "a": "In the Form ADV data for Galilei Investment Office LLP: Regulatory assets under management: $722,066,840 in the October 2022 data and $996,071,870 in the October 2026 data, up 38%. Total employees: 8 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Galilei Investment Office LLP serve?", "a": "By number of clients on Form ADV Item 5.D: other (25); corporations or other businesses not listed above (13)." }, { "q": "Which custodians does Galilei Investment Office LLP use?", "a": "Galilei Investment Office LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co. Ltd., Zurich Branch, Bank Pictet & CIE (Europe) AG, Succursale de Luxembourg and Edmond de Rothschild (Suisse) S.A. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Galilei Investment Office LLP 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/319352" } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 722066840.0, "total_employees": 8, "filing_date": "2022-04-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 828055702.0, "total_employees": 8, "filing_date": "2023-09-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 976547903.0, "total_employees": 10, "filing_date": "2024-04-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1066026872.0, "total_employees": 12, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 996071870.0, "total_employees": 12, "filing_date": "2026-03-30" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "0.5% to 1.5% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)" ], "quotes": [ "The Fee will range from 0.50% to 1.50% per annum and is payable quarterly in arrears." ] } ], "values": { "tiers": [], "range_pct": [ 0.5, 1.5 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The Fee will range from 0.50% to 1.50% per annum and is payable quarterly in arrears." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Bank Julius Baer & Co. Ltd., Zurich Branch", "name_as_filed": "BANK JULIUS BAER & CO. LTD., ZURICH BRANCH", "affiliated": false }, { "name": "Bank Pictet & CIE (Europe) AG, Succursale de Luxembourg", "name_as_filed": "BANK PICTET & CIE (EUROPE) AG, SUCCURSALE DE LUXEMBOURG", "affiliated": false }, { "name": "Edmond de Rothschild (Suisse) S.A.", "name_as_filed": "EDMOND DE ROTHSCHILD (SUISSE) S.A.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/galilei-investment-office-llp-london-319352.md", "clients": [ { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 13, "fewer_than_5": false, "raum": 587801208.0 }, { "type": "other", "label": "Other", "count": 25, "fewer_than_5": false, "raum": 408270662.0 } ], "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/319352", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }