| Total AUM | $2.00B |
| Discretionary | $1.45B73% of AUM |
| Non-Discretionary | $548.5M |
| Client Accounts | 30 |
| Avg Account Size | $66.6M |
| Employees | 41 |
| Peak AUM | $2.00BMar 2026 |
| AUM CAGR | +82.1% /yrover 1 yrs · 10 filings |
Total AUM
$2.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +133.2% | — | — | |
| Discretionary AUM | $1.4B | ||||
| Total AUM | $2.00B |
| Discretionary | $1.45B |
| Employees | 41 |
| Client Accounts | 30 |
Address
LANDMARK TLV TOWER A
TEL AVIV 6473309
Israel
Phone
+97299520700
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
72.5% of AUM
Non-Discretionary
$548M
27.5% of AUM
Disc. mix ▲ 7.3pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $548M | +84.1% | — | — |
| Total Accounts | 30 | +172.7% | — | — |
| Avg Account Size | $67M | 14.5% | — | — |
| Employees | 41 | +24.2% | — | — |
| AUM / Employee | $49M | +87.7% | — | — |
Client AUM Segments | |||||
| Institutional AUM | $420M | — | — | — | |
| Fund / Pooled AUM | $1.3B | +55.1% | — | — | |
| Other AUM | $249M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 25 | +127.3% | — | — | |