Clarity Capital Kcps Ltd is a large advisory firm based in Tel Aviv. It manages $322.07 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and New York.
Clarity Capital Kcps provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Clarity Capital Kcps Ltd is $322.07 million. The firm's AUM has grown by 11% since the beginning of its operation, and $188.57 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Clarity Capital Kcps Ltd for their services and products based on a percentage of assets under management, fixed fees, 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 charitable organizations, other investment advisers, high net worth individuals, and corporations or other businesses. The largest group of clients of Clarity Capital Kcps is high net worth individuals with 115 clients and $181.9 million of assets under management. Among the 7 most similar advisory firms, Clarity Capital Kcps has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $322.07 million for 131 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 69% of the firm’s clients are foreign persons or businesses.
Clarity Capital Kcps doesn't advise any private funds.
The company employs 20 people that are either part- or full-time employees. 65 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 receive compensation from other entities for client referrals.
Jonathan Silber joined the executive team most recently as the Managing Director.
The principal office where Clarity Capital Kcps Ltd performs its advisory services is located at 132 Menachem Begin Road, Tel Aviv, 6701101, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 972-3-777-9000 or by fax 972-3-777-9001. 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.