Blau Capital Ltd. is an adviser based in Jerusalem. It manages $24.31 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Blau Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Blau Capital Ltd. is $24.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and $16.63 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Blau Capital Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Blau Capital is pooled investment vehicles with 9 clients and $15.11 million of assets under management. Among the 2 most similar advisory firms, Blau Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $24.31 million for 22 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 80% of the firm’s clients are foreign persons or businesses.
Blau Capital also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.
The company employs 6 people that are either part- or full-time employees. 33 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.
Shai (Nmn) Blau has served as the Chief Investment Officer since 1 Dec 2003. Ifra Gmbh joined the executive team most recently as the Sole Shareholder.
The principal office where Blau Capital Ltd. performs its advisory services is located at Hama'apilim 20 Suite 28, Jerusalem, 93588, 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 2 566 0311 or by fax 972 2 591 6239. The normal business hours are 9am-5pm on Other. You can find more information about the New York firm at blaucapital.com and its LinkedIn profile.