{
  "crd_number": 286142,
  "slug": "us-israel-gefen-capital-management-ltd-herzliya-pituach-286142",
  "primary_business_name": "US ISRAEL GEFEN CAPITAL MANAGEMENT LTD",
  "legal_name": "US ISRAEL GEFEN CAPITAL MANAGEMENT LTD",
  "dbas": [],
  "city": "Herzliya Pituach",
  "state": null,
  "country": "Israel",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2017-02-06",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://gefencapital.com",
    "https://linkedin.com/company/gefen-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286142",
  "city_as_filed": "HERZLIYA PITUACH",
  "url": "https://advisorcensus.com/firm/us-israel-gefen-capital-management-ltd-herzliya-pituach-286142",
  "display_name": "US Israel Gefen Capital Management Ltd",
  "summary": "US Israel Gefen Capital Management Ltd is an exempt reporting adviser in Herzliya Pituach, Israel, filing reports since 2017. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. US Israel Gefen Capital Management Ltd (CRD 286142): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is US Israel Gefen Capital Management Ltd located?",
      "a": "US Israel Gefen Capital Management Ltd's principal office is in Herzliya Pituach, Israel, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does US Israel Gefen Capital Management Ltd report to regulators?",
      "a": "US Israel Gefen Capital Management Ltd is an exempt reporting adviser, filing reports since 2017. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 286142."
    },
    {
      "q": "Does US Israel Gefen Capital 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286142"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/us-israel-gefen-capital-management-ltd-herzliya-pituach-286142.md",
  "clients": [],
  "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/286142",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}