GALILEI INVESTMENT OFFICE LLP
Firm details
- Headquarters
- LONDON,
- CRD number
- 319352
- Registered since
- April 25, 2022
- Custodians
- BANK JULIUS BAER & CO. LTD, GUERNSEY BRANCH, BANK JULIUS BAER & CO. LTD., ZURICH BRANCH, EDMOND DE ROTHSCHILD (SUISSE) S.A., BANK PICTET & CIE (EUROPE) AG, SUCCURSALE DE LUXEMBOURG
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses59.01%
- Other40.99%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Galilei Investment Office LLP is a limited liability partnership that registered with the SEC in 2022. Its snapshot classifies the firm as unclassified and notes ownership by a foreign entity and an individual. The firm reports an institutional client base while its listed advisory activity is portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other39%
- Exchange Traded Equities34%
- US Government Bonds13%
- Investment Grade Corp Bonds8%
- Non-Investment Grade Corp Bonds4%
Owners & executives
2 of 2AMIR LEVY
CEO and Managing PartnerCRD 4580930
Milena Ivanova
Co-Founder & Chief Operating OfficerCRD 7513933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$159M in ETFs
100%
$159M
<1%
$477K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $49.9M | 76,730 | 31.36% |
Location
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- 2nd Floor
- Office locations
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