Vintage Ventures Advisors Ltd. (Herzliya Pituach)

Name: Vintage Ventures Advisors Ltd.
Address: 12 Abba Eban Blvd., Herzliya Pituach, 4672530
Telephone: 972-9-954-8464

Vintage Ventures Advisors Ltd. is a large advisory firm based in Herzliya Pituach. It manages $177.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014.

Vintage Ventures Advisors provides 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.

Vintage Ventures Advisors: assets under management

The assets under management (AUM) of Vintage Ventures Advisors Ltd. is $177.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and $177.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $177.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.37 million each.

Vintage Ventures Advisors has custody of $177.5 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vintage Ventures Advisors 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.

What kind of clients Amit Shmuel Frenkel serves?

The only and largest group of clients of Amit Shmuel Frenkel is pooled investment vehicles with 4 clients and $177.5 million of assets under management. Among the 5 most similar advisory firms, Vintage Ventures Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $177.5 million for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Vintage Ventures Advisors also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Vintage Ventures Advisors Ltd.

The company employs 27 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Amit Shmuel Frenkel has been acting as President since 1 Mar 2008. Rinat Nmn Oyzerman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Harold Feld	Managing partner	1 Feb 2007	Other	6043324
Hagai Haim Goldhirsh	Chief compliance officer	1 Feb 2007	Other	6043328
Abraham Aryeh Finkelstein	General partner	1 Feb 2007	Other	2665783
Al Feld Holdings	Shareholder	1 Feb 2007	25% - 50%	foreign
A.S. Dovrat Management Ltd.	Shareholder	1 Feb 2007	Other	foreign
Atl 3 Limited Partnership	Shareholder	1 Feb 2007	Other	foreign
B. Yuval Technologies	Shareholder	1 Feb 2007	Other	foreign
Al Feld Holdings Ltd	Shareholder	1 Feb 2007	25% - 50%	foreign
A.S. Dovrat Management Ltd	Shareholder	1 Feb 2007	Other	foreign
B. Yuval Technologies Ltd	Shareholder	1 Feb 2007	Other	foreign
Amit Shmuel Frenkel	Director	1 Mar 2008	Other	6048915
Tamar Arad Maoz	Chief compliance officer	1 Jul 2015	Other	6527496
Tamar Nmn Arad Maoz	Chief compliance officer	1 Jul 2015	Other	6527496
Michael Nmn Blajwas	Chief financial officer	1 Mar 2016	Other	6631703
Michael Blajwas	Chief financial officer	1 Mar 2016	Other	6631703
Rinat Nmn Oyzerman	Chief compliance officer	1 Feb 2017	Other	6758122

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Leona Fisher Feld	Shareholder	1 Feb 2007	50% - 75%	6043325
Shlomo Dovrat	Shareholder	1 Feb 2007	75% - 100%	6043332
Amit Shmuel Frenkel	General partner	1 Feb 2007	25% - 50%	6048915
Yael Yanai Frenkel	Shareholder	1 Feb 2007	25% - 50%	6048917
Harel Moshe Beit On	Shareholder	1 Feb 2007	25% - 50%	6046557
Leeona Nmn Fisher Feld	Shareholder	1 Feb 2007	50% - 75%	6043325
Shlomo Nmn Dovrat	Shareholder	1 Feb 2007	75% - 100%	6043332
Yael Nmn Yanai Frenkel	Shareholder	1 Feb 2007	25% - 50%	6048917
Y.T.D. Dovrat Management Services (1998) Ltd	Share holder	1 Feb 2007	25% - 50%	foreign
H.T.M Managment Services (B.A.) Ltd	Share holder	1 Feb 2007	25% - 50%	foreign
Ytd Dovrat Management Services (2002) Ltd	Shareholder	1 Feb 2007	75% - 100%	foreign
Y.T.D. Dovrat Management Services (B.A.) Ltd	Share holder	1 Feb 2007	25% - 50%	foreign
Anat Dovrat	Shareholder	1 Jan 2016	25% - 50%	6767487

Based in Herzliya Pituach

The principal office where Vintage Ventures Advisors Ltd. performs its advisory services is located at 12 Abba Eban Blvd., Herzliya Pituach, 4672530, 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 972-9-954-8464 or by fax 972-9-954-1012. The normal business hours are 9:00 - 18:00 on Other. You can find more information about the New York firm at vintage-ip.com.