Israel Investment Advisors, LLC is a related adviser based in Denver. It manages $8.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Colorado.
Israel Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Israel Investment Advisors, LLC is $8.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Israel Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Israel Investment Advisors is pooled investment vehicles with 1 clients and $8.42 million of assets under management. Among the 3 most similar advisory firms, Israel Investment Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.42 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Israel Investment Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Israel Investment Advisors, LLC performs its advisory services is located at 1801 California Street, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-861-3798 or by fax 303-831-5082. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at israelinvestmentadvisors.com.