Kcps Capital Management Ltd. is an adviser based in Tel Aviv. It manages $45.57 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.
Kcps Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Kcps Capital Management Ltd. is $45.57 million. The firm's AUM has grown by 54% since the beginning of its operation, and $44.29 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kcps Capital Management Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Jay Pomrenze is pooled investment vehicles with 2 clients and $44.29 million of assets under management. Among the 4 most similar advisory firms, Kcps Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $45.57 million for 3 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 66% of the firm’s clients are foreign persons or businesses.
Kcps Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jay Pomrenze has been acting as President since 1 Feb 2016. Laurence Schreiber joined the executive team most recently as the Member In The Investment Committee.
The principal office where Kcps Capital Management Ltd. performs its advisory services is located at 132 Menachem Begin Road, Tel Aviv, 6701101, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 972-3-7779000 or by fax 972-3-7779001. The normal business hours are 9am to 5pm (tel-aviv time) on Other. You can find more information about the New York firm at claritycap.com.