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ANALYST PORTFOLIO MANAGEMENT LTD.

TEL AVIV, Israel · CRD 114642 · IAPD ↗ · analyst.co.il · 972-3-7147147

$2.69BRegulatory AUM
21Advisory reps
56Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

17
April 2026 — ANALYST PORTFOLIO MANAGEMENT LTD. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — ANALYST PORTFOLIO MANAGEMENT LTD. reported RAUM up 79% ($1.50B -> $2.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
39
April 2025 — ANALYST PORTFOLIO MANAGEMENT LTD. reported RAUM up 45% ($1.03B -> $1.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — ANALYST PORTFOLIO MANAGEMENT LTD. crossed $1B in regulatory AUM ($832.6M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.