Bank Hapoalim B.M.
$143M reported client assets across 2 advisory firms in FY2021 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Clarity Capital Kcps Ltd | $132M | $531M | 24.9% | 03/30/2022 |
| Maimon Wealth Management Ltd. | $11.1M | $65.0M | 17.1% | 03/09/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.