SEC-Registered Investment Adviser
Israel Investment Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 23, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 23, 2010
- Principal office
- 1290 Broadway, Suite 1100, Denver, CO 80203
- Organized as
- Limited Liability Company, CO
- Fiscal year end
- December
Scale
- Regulatory AUM
- $96.3M
- Accounts
- 8
- Clients
- 0
- Employees
- 4, 4 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $39.8M
- Fund types
- 1 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $3.4M reported sold across them
- Client assets in custody
- $83.4M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and performance-based fees
- Client types
- high net worth individuals (1); pooled investment vehicles (1); charitable organizations (3)
- Related persons include
- another investment adviser and an accountant or accounting firm
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 23, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.