Analyst Portfolio Management Ltd.
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 2,192
- Avg AUM / client
- $1.2M
- Accounts
- 2,192
- Employees
- 56
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,735 | $544M | 20.2% |
| High net worth individuals | 182 | $403M | 15.0% |
| Charitable organizations | 22 | $184M | 6.86% |
| Insurance companies | 4 | $836M | 31.1% |
| Corporations and other businesses | 249 | $720M | 26.8% |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lev, Shmuel | Shareholder | Jun 1985 (41y) | 25% – 50% of Analyst Ims Investment Management Services Ltd (indirect) | |
| Shiloni, Ehud | Shareholder | Jul 1985 (41y) | 25% – 50% of Analyst Ims Investment Management Services Ltd (indirect) | |
| Levy, Nava | Chief Financial Officer | Jan 2003 (24y) | Less than 5% | |
| Shenidovski, Itzik | Chairman Of Board | Sep 2010 (16y) | Less than 5% | |
| Yatziv, Noga | Director | Jan 2017 (10y) | Less than 5% | |
| Cohen, Franck, Jacques | Legal Counsel | Dec 2018 (8y) | Less than 5% | |
| Eshel Yakir, Oriana | Coo | Aug 2020 (6y) | Less than 5% | |
| Goldstein, Lian | Director | May 2021 (5y) | Less than 5% | |
| Shumrai, Naor | Director | Mar 2022 (4y) | Less than 5% | |
| Agushevitz, Alon | Ceo | Feb 2023 (4y) | Less than 5% | |
| Sela, Ortal | Cco | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Analyst I.M.S. Investment Management Services Ltd. | Shareholder | Jul 1985 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 871 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗