Ophir Partners LLC (New York)


Ophir Partners LLC is an adviser based in New York. It manages $24.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Ophir Partners provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ophir Partners: assets under management

The assets under management (AUM) of Ophir Partners LLC is $24.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 262% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.25 million each.
Ophir Partners has custody of $24.25 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ophir Partners LLC for their services and products based on 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Edward Bleich Owner 1 May 2009 75% - 100% 4262671
Dror Niv Member 1 May 2009 25% - 50% 5729761
Meb Ny Inc Managing member 1 Apr 2012 50% - 75% 26-4414559
Nays Llc Member 1 Apr 2012 25% - 50% 27-0199967
Meb Inc Managing member 1 Apr 2012 50% - 75% 26-4414559

Based in New York

The principal office where Ophir Partners LLC performs its advisory services is located at 120 West 45 Th St., New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 257 4080 or by fax 212-257-4099. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at ophir-partners.com.