DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Israel Investment Advisors, LLC
Latest filing Mar 23, 2026
First filing on the tape Mar 26, 2012 · 20 filings
SEC status approved since Jun 23, 2010
RAUM
$96.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
4.7%
$4.5M individuals and HNW
Advisors
26
registered through the firm on IAPD
RAUM per advisor
$3.7M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$96.3M as of Mar 23, 2026
Mar 26, 2012$1.8M then
HNW client RAUM$4.5M as of Mar 23, 2026
Feb 19, 2025$709,198 then
State-registered IARs (5.B.3)4 as of Mar 23, 2026
Mar 15, 20133 then
Employees (5.A)4 as of Mar 23, 2026
Mar 15, 20134 then
Private funds1 as of Mar 23, 2026
Mar 26, 20121 then
RAUM +110% over the last fiscal year+44% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- $3.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.5MderivedHNW RAUM over HNW clients
- Average account
- $12.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.2derivedItem 5.A over advisors
- Advisors per office
- 26.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +110%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- $83.4M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$83.4M87%
- Charitable organizations$8.3M8.7%
- High-net-worth individuals$4.5M4.7%
- Individual clients
- n/areported
- HNW clients
- 1reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 8reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $83.4M for 1 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.05 fund_share=0.87 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Jackson Mathias Brown to Ghp Investment Advisors IncApr 25, 2025 · Other
- John Robert Strunc to Mountain Capital Investment Advisors IncOct 27, 2022 · Other
- Joseph T Friedman to Beacon Pointe Advisors, LLCMay 6, 2020 · Other
Joined, latest
- John Robert Strunc from Ghp Investment Advisors IncJun 15, 2022 · Other
- Christian Thomas Lewton from Ghp Investment Advisors IncJan 27, 2021 · Other
- Jason Richard Kitner from Ghp Investment Advisors IncJan 26, 2021 · Other
- Barbara Elizabeth Terrazas from Ghp Investment Advisors IncJan 26, 2021 · Other
- Michael Thomas Sullivan from Ghp Investment Advisors IncJan 22, 2021 · Other
- Amy Kaufman from Ghp Investment Advisors IncJul 29, 2020 · Other
- Joseph T Friedman from Ghp Investment Advisors IncFeb 19, 2020 · Other
- Ernesto Montes from Ghp Investment Advisors IncNov 19, 2019 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Ghp Investment Advisors IncDec 31, 2020 · Denver, Co
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Israel Investment Fund, L.P. | Hedge Fund | $31.0M | 68 | Mar 26, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Jay Brian Friedman · Presidentcontrolsince 05/2010 · owns less than 5%
- Michael Andrew Kark · Principalcontrolsince 05/2010 · owns 10% to 25%
- Jay Brian Friedman · President / Chief Compliance Officercontrolsince 01/1999 · owns 25% to 50% of Ghp Investment Advisors, Inc.
- Chriselda Sebrina Ivey · Chief Compliance Officersince 01/2021 · owns less than 5%
Entity owners
- Ghp Investment Advisors Inc · Managing Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Ghp Investment Advisors Incinvestment adviseryRAUM $3.1B
Advisers that list Israel Investment Advisors, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 26 | 5 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 8Feb 19, 2025 to Mar 23, 2026
- Charity clients · 1 to 3Feb 19, 2025 to Mar 23, 2026
- Assets in custody · $39.8M to $83.4MFeb 19, 2025 to Mar 23, 2026
- Discretionary RAUM · $45.9M to $96.3MFeb 19, 2025 to Mar 23, 2026
- HNW RAUM · $709,198 to $4.5MFeb 19, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $39.8M to $83.4MFeb 19, 2025 to Mar 23, 2026
- RAUM · $45.9M to $96.3MFeb 19, 2025 to Mar 23, 2026
- Accounts · 2 to 3Mar 20, 2024 to Feb 19, 2025
- Advisory employees · 2 to 4Mar 20, 2024 to Feb 19, 2025
- HNW clients · unset to 1.0Mar 20, 2024 to Feb 19, 2025
- Assets in custody · $28.7M to $39.8MMar 20, 2024 to Feb 19, 2025
- Insurance-licensed employees · 3 to 2Mar 20, 2024 to Feb 19, 2025
- Financial planning clients · 0 to 1-10Mar 20, 2024 to Feb 19, 2025
- Discretionary RAUM · $34.0M to $45.9MMar 20, 2024 to Feb 19, 2025
- HNW RAUM · unset to 709198.0Mar 20, 2024 to Feb 19, 2025
- Pooled vehicle RAUM · $28.7M to $39.8MMar 20, 2024 to Feb 19, 2025
- RAUM · $34.0M to $45.9MMar 20, 2024 to Feb 19, 2025
- Assets in custody · $27.4M to $28.7MOct 12, 2023 to Mar 20, 2024
- Financial planning clients · 1-10 to 0Oct 12, 2023 to Mar 20, 2024
- Discretionary RAUM · $32.4M to $34.0MOct 12, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $27.4M to $28.7MOct 12, 2023 to Mar 20, 2024
- RAUM · $32.4M to $34.0MOct 12, 2023 to Mar 20, 2024
- Assets in custody · $31.0M to $27.4MMar 21, 2022 to Mar 21, 2023
- Discretionary RAUM · $37.0M to $32.4MMar 21, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $31.0M to $27.4MMar 21, 2022 to Mar 21, 2023
- RAUM · $37.0M to $32.4MMar 21, 2022 to Mar 21, 2023
- Assets in custody · $23.9M to $31.0MMar 22, 2021 to Mar 21, 2022
- Discretionary RAUM · $29.3M to $37.0MMar 22, 2021 to Mar 21, 2022
- Pooled vehicle RAUM · $23.9M to $31.0MMar 22, 2021 to Mar 21, 2022
- RAUM · $29.3M to $37.0MMar 22, 2021 to Mar 21, 2022
- Related insurance company · false to trueMar 22, 2021 to Mar 21, 2022
- Advisory activities · 6 to 7Nov 17, 2020 to Mar 22, 2021
- Assets in custody · $18.5M to $23.9MNov 17, 2020 to Mar 22, 2021
- Insurance-licensed employees · 2 to 3Nov 17, 2020 to Mar 22, 2021
- State-registered IARs · 3 to 4Nov 17, 2020 to Mar 22, 2021
- Discretionary RAUM · $23.9M to $29.3MNov 17, 2020 to Mar 22, 2021
- Pooled vehicle RAUM · $18.5M to $23.9MNov 17, 2020 to Mar 22, 2021
- RAUM · $23.9M to $29.3MNov 17, 2020 to Mar 22, 2021
- Accounts · 1 to 2Feb 25, 2019 to Feb 21, 2020
- Advisory employees · 1 to 2Feb 25, 2019 to Feb 21, 2020
Signals
3 dated events
- Jackson Mathias Brown left Israel Investment Advisors, Llc for Range Advisory, Llc (registered 2025-07-02)Apr 25, 2025 · Advisor changed firm · fact
- John Robert Strunc left Israel Investment Advisors, Llc for Mountain Capital Investment Advisors Inc (registered 2022-09-21)Oct 27, 2022 · Advisor changed firm · fact
- Shaul Gabbay (Principal) no longer on Schedule A of Israel Investment Advisors, Llc (listed 2019-02-25, absent 2020-02-21)Feb 21, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/israel-investment-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ISRAELINVESTMENTADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-861-3798reportedpublic record, Form ADV, Mar 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026