Pioneer Administrative Services Ltd
Firm details
- Headquarters
- Herzliya Pituach Tel Aviv,
- CRD number
- 289467
- Registered since
- October 19, 2017
- Website
- www.piowealth.com
- Custodians
- BANK JULIUS BAR & CO.AG
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pioneer Administrative Services Ltd is a small, SEC-registered adviser that focuses on portfolio management for individuals and small businesses and on selecting external managers. Registered in 2017, the firm identifies as a capital allocator serving individual and family clients and charges fees as a percentage of assets under management. Its filing classifies the firm as unclassified and indicates it is not an active ESG investor and is not registered as a multi-state adviser. Investment activity shows a conservative tilt. The firm reports a fixed-income preference and places the bulk of managed assets into US government bonds. At the same time, Pioneer Administrative Services Ltd allocates to third‑party alternative managers — private equity, hedge funds and real estate — as part of its broader toolkit. The combination of a dominant government-bond position with selective external alternative allocations suggests a strategy built around core income and liquidity with targeted exposure to illiquids or return-enhancing strategies through external managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- US Government Bonds80%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
3 of 3
Dafna Gonen
Director and CEOCRD 6839489

Michael Ellis
Director and Chief Investment OfficerCRD 6840378

Alexander-Heller Pearla
Chief Operations OfficerCRD 6840379
Contacts
1 of 1
Omer Galin
Co-Founder and Co-ChairmanCRD 6840376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Herzliya Pituach Tel Aviv, null
Location
Herzliya Pituach Tel Aviv, null
Headquartered in Herzliya Pituach Tel Aviv, null.
- Address
- 8 Hasadnaot St
- Office locations
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