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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

ANALYST PORTFOLIO MANAGEMENT LTD.

CRD 114642

TEL AVIV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c21d1d8-19cd-2782-0e02-2de9eacef4d9

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 10
On other graphs: 0
Observed: Mar 29, 2012 to Mar 26, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.35 fund_share=0.0 institutional_share=0.38 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7B
Private client RAUM: $946MderivedItem 5.D individuals plus high net worth individuals
Private client share: 35%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 56
Advisory employees: 21
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,192
Individual clients: 1,735
High net worth clients: 182
SEC number: 801-50826
CRD: 114642
Filings on the tape: 32
First filed: Mar 29, 2012
Latest filed: Mar 26, 2026
Organised: Corporation
Website: analyst.co.il

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANALYST I.M.S. INVESTMENT MANAGEMENT	Shareholder	E	yes	07/1985	Mar 26, 2026	Mar 26, 2026
Eshel Yakir, oriana	Coo	Na	yes	08/2020	Mar 26, 2026	Mar 26, 2026
LEV, SHMUEL	Director	Na	yes	06/2009	Mar 26, 2026	Mar 26, 2026
LEVY, NAVA	CHIEF FINANCIAL OFFICER	Na	yes	01/2003	Mar 26, 2026	Mar 26, 2026
SHENIDOVSKI, ITZIK	CHAIRMAN OF BOARD	Na	yes	09/2010	Mar 26, 2026	Mar 26, 2026
YATZIV, NOGA	Director	Na	yes	01/2017	Mar 26, 2026	Mar 26, 2026
ANALYST I.M.S. INVESTMENT MANAGEMENT SERVICES LTD.	Shareholder	E	yes	07/1985	Mar 29, 2012	Mar 30, 2024
Cohen, Franck, Jacques	LEGAL COUNSEL	Na	yes	12/2018	Dec 10, 2018	Mar 30, 2024
LEV, SHMUEL	Shareholder	C	yes	06/1985	Mar 29, 2012	Mar 30, 2024
SHILONI, EHUD	Shareholder	C	yes	07/1985	Mar 29, 2012	Mar 30, 2024
AGUSHEVITZ, ALON	Ceo	Na	no	02/2023	Mar 26, 2026	Mar 26, 2026
GOLDSTEIN, LIAN	Director	Na	no	05/2021	Mar 26, 2026	Mar 26, 2026
Sela, Ortal	Cco	Na	no	02/2023	Mar 26, 2026	Mar 26, 2026
Shumrai, Naor	Director	Na	no	03/2022	Mar 26, 2026	Mar 26, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$2.7B	$2.7B	56	21	0	n/a	n/a
2024	Mar 28, 2025	$1.5B	$1.5B	47	21	0	n/a	n/a
2023	Mar 28, 2024	$1.0B	$1.0B	46	21	0	n/a	n/a
2022	Mar 6, 2023	$833M	$833M	50	24	0	n/a	n/a
2021	Feb 17, 2022	$863M	$863M	61	33	0	n/a	n/a
2020	Mar 29, 2021	$631M	$631M	53	27	0	n/a	n/a
2019	Mar 30, 2020	$575M	$575M	55	30	0	n/a	n/a
2018	Mar 26, 2019	$493M	$493M	44	29	0	n/a	n/a
2017	Apr 23, 2018	$542M	$542M	42	28	0	n/a	n/a
2016	Mar 22, 2017	$491M	$491M	37	26	n/a	n/a	n/a
2015	Mar 22, 2016	$522M	$522M	45	27	n/a	n/a	n/a
2014	Mar 25, 2015	$590M	$590M	49	27	n/a	n/a	n/a
2013	Mar 24, 2014	$684M	$684M	54	33	n/a	n/a	n/a
2012	Mar 19, 2013	$601M	$601M	57	29	n/a	n/a	n/a
2011	Mar 29, 2012	$686M	$686M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.7B	$1.5B	79.1%	$833M	47.8%	56	47	0	0

Relationships

Controls (8)

← SHILONI, EHUDOwnerSHAREHOLDER, ownership code C, individual
Mar 29, 2012 to Mar 30, 2024factForm ADV
← LEV, SHMUELOwnerSHAREHOLDER, ownership code C, individual
Mar 29, 2012 to Mar 30, 2024factForm ADV
← LEVY, NAVAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2012 to Mar 30, 2024factForm ADV
← SHENIDOVSKI, ITZIKOwnerCHAIRMAN OF BOARD, ownership code NA, individual
Mar 29, 2012 to Mar 30, 2024factForm ADV
← YATZIV, NOGAOwnerDIRECTOR, ownership code NA, individual
Mar 22, 2017 to Mar 30, 2024factForm ADV
← Cohen, Franck, JacquesOwnerLEGAL COUNSEL, ownership code NA, individual
Dec 10, 2018 to Mar 30, 2024factForm ADV
← Eshel Yakir, orianaOwnerCOO, ownership code NA, individual
Mar 29, 2021 to Mar 30, 2024factForm ADV
← ANALYST I.M.S. INVESTMENT MANAGEMENT SERVICES LTD.OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 29, 2012 to Mar 30, 2024factForm ADV

Owns (4)

← AGUSHEVITZ, ALONOwnerCEO, ownership code NA, individual
Mar 29, 2012 to Mar 30, 2024factForm ADV
← GOLDSTEIN, LIANOwnerDIRECTOR, ownership code NA, individual
Feb 17, 2022 to Mar 30, 2024factForm ADV
← Shumrai, NaorOwnerDIRECTOR, ownership code NA, individual
Mar 6, 2023 to Mar 30, 2024factForm ADV
← Sela, OrtalOwnerCCO, ownership code NA, individual
Mar 6, 2023 to Mar 30, 2024factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Analyst Portfolio Management Ltd. reported RAUM $2.7B, up 79% from $1.5B (2025-03-28 to 2026-03-26)
Form ADVobserved 4 days ago
$1.2B
Occurred
Mar 28, 2025
Regulatory AUM changed
Analyst Portfolio Management Ltd. reported RAUM $1.5B, up 45% from $1.0B (2024-03-30 to 2025-03-28)
Form ADVobserved 4 days ago
$465M
Occurred
Mar 6, 2023
Control person left
Benny Cohen (Ceo) no longer on Schedule A of Analyst Portfolio Management Ltd. (listed 2022-02-17, absent 2023-03-06)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2022
Regulatory AUM changed
Analyst Portfolio Management Ltd. reported RAUM $863.0M, up 37% from $631.3M (2021-06-14 to 2022-02-17)
Form ADVobserved 4 days ago
$232M
Occurred
Feb 17, 2022
Control person left
Yigal Brosh (Director) no longer on Schedule A of Analyst Portfolio Management Ltd. (listed 2021-06-14, absent 2022-02-17)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2022
Control person left
Oded Eliyahu (Director) no longer on Schedule A of Analyst Portfolio Management Ltd. (listed 2021-06-14, absent 2022-02-17)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Control person joined
Oriana Eshel Yakir (Coo) appeared on Schedule A of Analyst Portfolio Management Ltd.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Control person left
Ortal Sela (Coo) no longer on Schedule A of Analyst Portfolio Management Ltd. (listed 2020-11-16, absent 2021-03-29)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2020
Control person left
Alon Agushevitz (Ceo) no longer on Schedule A of Analyst Portfolio Management Ltd. (listed 2020-06-29, absent 2020-11-16)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2020
Control person joined
Benny Cohen (Ceo) appeared on Schedule A of Analyst Portfolio Management Ltd.
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c21d1d8-19cd-2782-0e02-2de9eacef4d9
First observed: Mar 29, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANALYST PORTFOLIO MANAGEMENT LTD.

CRD 114642

TEL AVIV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c21d1d8-19cd-2782-0e02-2de9eacef4d9

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANALYST I.M.S. INVESTMENT MANAGEMENT

Shareholder

yes

07/1985

Mar 26, 2026

Eshel Yakir, oriana

Coo

yes

08/2020

Mar 26, 2026

LEV, SHMUEL

Director

yes

06/2009

Mar 26, 2026

LEVY, NAVA

CHIEF FINANCIAL OFFICER

yes

01/2003

Mar 26, 2026

SHENIDOVSKI, ITZIK

CHAIRMAN OF BOARD

yes

09/2010

Mar 26, 2026

YATZIV, NOGA

Director

yes

01/2017

Mar 26, 2026

ANALYST I.M.S. INVESTMENT MANAGEMENT SERVICES LTD.

Shareholder

yes

07/1985

Mar 29, 2012

Mar 30, 2024

Cohen, Franck, Jacques

LEGAL COUNSEL

yes

12/2018

Dec 10, 2018

Mar 30, 2024

LEV, SHMUEL

Shareholder

yes

06/1985

Mar 29, 2012

Mar 30, 2024

SHILONI, EHUD

Shareholder

yes

07/1985

Mar 29, 2012

Mar 30, 2024

AGUSHEVITZ, ALON

Ceo

02/2023

Mar 26, 2026

GOLDSTEIN, LIAN

Director

05/2021

Mar 26, 2026

Sela, Ortal

Cco

02/2023

Mar 26, 2026

Shumrai, Naor

Director

03/2022

Mar 26, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$2.7B

n/a

2024

Mar 28, 2025

$1.5B

n/a

2023

Mar 28, 2024

$1.0B

n/a

2022

Mar 6, 2023

$833M

n/a

2021

Feb 17, 2022

$863M

n/a

2020

Mar 29, 2021

$631M

n/a

2019

Mar 30, 2020

$575M

n/a

2018

Mar 26, 2019

$493M

n/a

2017

Apr 23, 2018

$542M

n/a

2016

Mar 22, 2017

$491M

n/a

2015

Mar 22, 2016

$522M

n/a

2014

Mar 25, 2015

$590M

n/a

2013

Mar 24, 2014

$684M

n/a

2012

Mar 19, 2013

$601M

n/a

2011

Mar 29, 2012

$686M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.7B

$1.5B

79.1%

$833M

47.8%