Kcps Capital Management Ltd. (Tel Aviv)

Name: Kcps Capital Management Ltd.
Address: 132 Menachem Begin Road, Tel Aviv, 6701101
Telephone: 972-3-7779000

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.

Kcps Capital Management: assets under management

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 firm manages $44.29 million in discretionary accounts and $1.29 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.29 million.

Kcps Capital Management has custody of $38.31 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

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.

What kind of clients Jay Pomrenze serves?

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.

Careers at Kcps Capital Management Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kcps Clarity Capital Group	Sole shareholder	1 Mar 2007	75% - 100%	foreign entity
Amir Leybovitch	Director, member in the investment committee	1 Nov 2010	Other	6317402
Tal Keinan	Director, member in the investment committee	1 Nov 2010	Other	6028099
Simona Cohen	Chief financial officer	1 May 2011	Other	6028117
Adi Birk	General counsel and chief compliance officer	1 May 2015	Other	6593115
Jay Pomrenze	Director	1 Feb 2016	Other	6028110
Laurence Schreiber	Member in the investment committee	1 Sep 2016	Other	2389538
Eran Peleg	Member in the investment committee	1 Sep 2016	Other	6028106
Gabriel Mier Low	Member in the investment committee	1 Sep 2016	Other	2079515

Based in Tel Aviv

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.