Galilei Investment Office Llp
- Regulatory AUM
- $996M
- Discretionary
- $996M
- Clients
- 38
- Avg AUM / client
- $26.2M
- Accounts
- 38
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 13 | $588M | 59.0% |
| Other | 25 | $408M | 41.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ivanova, Milena, Dimitrova | Elected Manager, Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Levy, Amir | Managing Partner, Owner, Ceo | Sep 2017 (9y) | Less than 5% | |
| Dimor, Avi | Shareholder | Feb 2018 (9y) | ≈ 18.75% – 50% via Galilei Investment Office (Jersey) Limited | |
| Levy, Shani | Shareholder | Nov 2023 (3y) | ≈ 4.69% – 25% via Jorogu Limited |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Galilei Investment Office (Jersey) Limited | General Partner, Owner | Oct 2017 | A | 75% or more |
| Jorogu Limited | Shareholder | May 2022 | B | ≈ 18.75% – 50% via Galilei Investment Office (Jersey) Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dimor, Avi: 25% – 50% of Galilei Investment Office (Jersey) Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Levy, Shani: 25% – 50% of Jorogu Limited × 25% – 50% of Galilei Investment Office (Jersey) Limited × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Jorogu Limited: 25% – 50% of Galilei Investment Office (Jersey) Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/30/2026 | 1010 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Bank Julius Baer & Co. Ltd. $586M (59% of AUM) Mar 2026
- Edmond De Rothschild Monaco $108M (11% of AUM) Mar 2026
- Banque Pictet & Cie Sa $101M (10% of AUM) Mar 2026
- Edmund De Rothschild (Suisse) Sa Geneva $94.6M (11% of AUM) Jan 2024
- Ubp $19.5M (3% of AUM) Feb 2023
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗