{ "crd_number": 153952, "slug": "israel-investment-advisors-llc-denver-co-153952", "primary_business_name": "ISRAEL INVESTMENT ADVISORS, LLC", "legal_name": "ISRAEL INVESTMENT ADVISORS, LLC", "dbas": [], "city": "Denver", "state": "CO", "country": "United States", "cbsa_code": "19740", "metro": { "cbsa_code": "19740", "common_name": "Denver", "msa_name": "Denver-Aurora-Centennial, CO", "path": "/advisors/co/denver" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2010-06-23", "years_registered": 16, "period": "2026-10-01", "filing_date": "2026-03-23", "carried_forward": false, "raum_total": 96302348.0, "raum_discretionary": 96302348.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 4, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 8341076.0, "count": 3, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 4533471.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 83427801.0, "count": 1 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "educational_seminars", "financial_planning", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CO" ], "websites": [ "https://facebook.com/Israel-Investment-Advisors-105046055059676", "https://instagram.com/israel_ia2010?igsh=MWVubXo5MnV2cDFqOA%3D%3D", "https://israelinvestmentadvisors.com", "https://linkedin.com/company/israel-investment-advisors", "https://twitter.com/IsraelInvesting", "https://youtube.com/channel/UCseUwZj_gFz-13wTa91GGiA" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153952", "city_as_filed": "DENVER", "url": "https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952", "display_name": "Israel Investment Advisors, LLC", "summary": "Israel Investment Advisors, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.", "citation": "AdvisorCensus. Israel Investment Advisors, LLC (CRD 153952): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Israel Investment Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Israel Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Israel Investment Advisors, LLC located?", "a": "Israel Investment Advisors, LLC's principal office is in Denver, CO, according to its Form ADV." }, { "q": "Is Israel Investment Advisors, LLC registered with the SEC or a state?", "a": "Israel Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153952." }, { "q": "How much does Israel Investment Advisors, LLC manage?", "a": "Israel Investment Advisors, LLC reports $96,302,348 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)." }, { "q": "How have Israel Investment Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Israel Investment Advisors, LLC: Regulatory assets under management: $29,262,123 in the October 2021 data and $96,302,348 in the October 2026 data, up 229%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Israel Investment Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: charitable organizations (3); high net worth individuals (1); pooled investment vehicles (other than investment companies and business development companies) (1)." }, { "q": "Which custodians does Israel Investment Advisors, LLC use?", "a": "Israel Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Israel Investment Advisors, LLC 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/153952" }, { "q": "What changed in Israel Investment Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $45,922,815 to $96,302,348 (+110%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 29262123.0, "total_employees": 4, "filing_date": "2021-03-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 37048039.0, "total_employees": 4, "filing_date": "2022-03-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 32402956.0, "total_employees": 4, "filing_date": "2023-03-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 34012392.0, "total_employees": 4, "filing_date": "2024-03-20" }, { "period": "2025-10-01", "regulatory_assets_under_management": 45922815.0, "total_employees": 4, "filing_date": "2025-02-19" }, { "period": "2026-10-01", "regulatory_assets_under_management": 96302348.0, "total_employees": 4, "filing_date": "2026-03-23" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $45,922,815 to $96,302,348 (+110%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "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/israel-investment-advisors-llc-denver-co-153952.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1, "fewer_than_5": true, "raum": 4533471.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 83427801.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": true, "raum": 8341076.0 } ], "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/153952", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }