Pioneer Administrative Services Ltd
- Regulatory AUM
- $105K
- Discretionary
- $105K
- Clients
- 1
- Avg AUM / client
- $105K
- Accounts
- 1
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $105K | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Galin, Omer | Director | Jun 1988 (38y) | Less than 5% | |
| Pearla, Alexander Heller | Chief Operations Officer; Chief Compliance Officer; Hr Manager | Feb 1997 (30y) | Less than 5% | |
| Ellis, Michael | Chief Investment Officer | Mar 2000 (26y) | Less than 5% | |
| Gonen, Dafna | Chief Executive Officer; Director | Feb 2010 (17y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pioneer International Ltd | Owner | Nov 1992 | A | 75% or more |
| Indigo International Group Limited | Owner | Nov 1999 | B | 75% or more of Pioneer International Ltd. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $12.1M (27% of AUM) Jun 2020
- BNY Mellon $9.7M (22% of AUM) Jun 2020
- Bank Hapoalim B.M. $6.9M (15% of AUM) Jun 2020
- Bank Syz Suisse Sa $381K (37% of AUM) Mar 2024
- Bank Julius Bär & Co. Ag Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗