| Total AUM | $105K |
| Discretionary | $105K100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $105K |
| Employees | 5 |
| Peak AUM | $417.4MMar 2018 |
| AUM CAGR | -61.8% /yrover 8 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $104,581 | 51.3% | 50.5% | 52.9% | |
| Discretionary AUM | |||||
| Total AUM | $104,581 |
| Discretionary | $104,581 |
| Employees | 5 |
| Client Accounts | 1 |
Address
8 HASADNAOT STREET
HERZLIYA PITUACH, TEL AVIV 4610302
Israel
Phone
972-9-9611300
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$104,581
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$104,581
| $104,581 |
| 51.3% |
| 50.5% |
| 52.9% |
| Total Accounts | 1 | 0.0% | 24.0% | 30.1% |
| Avg Account Size | $104,581 | 51.3% | 34.8% | 32.6% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $20,916.2 | 51.3% | 50.5% | 52.9% |
Client AUM Segments | |||||
| Wealth AUM | $104,581 | 51.3% | 50.5% | 49.0% | |
Client Count Segments | |||||
| HNW Clients | 1 | 0.0% | 24.0% | — | |