Galilei Investment Office provides portfolio management for individuals and small businesses.
Galilei Investment Office reports 38 clients. They include 25 other clients and 13 corporations and other businesses. Of its assets, 100.0% ($996M across 38 accounts) are managed with discretion. Of its clients, 98% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Corporations and other businesses | 34% | 59% |
| Other | 66% | 41% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Corporations and other businesses | 13 | $588M | 59.0% | $45.2M |
| Other | 25 | $408M | 41.0% | $16.3M |
| Total | 38 | $996M | 100% | $26.2M |
- Clients
- 13
- Regulatory AUM
- $588M
- AUM share
- 59.0%
- Avg. per client
- $45.2M
- Clients
- 25
- Regulatory AUM
- $408M
- AUM share
- 41.0%
- Avg. per client
- $16.3M
Total
- Clients
- 38
- Regulatory AUM
- $996M
- AUM share
- 100%
- Avg. per client
- $26.2M
- Clients outside the U.S.
- 98%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Galilei Investment Office is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Galilei Investment Office (Jersey) Limited owns 75% or more of Galilei Investment Office and is in turn owned by Avi Dimor (25–50%) and Jorogu Limited (25–50%). The leadership team of Galilei Investment Office includes Chief Compliance Officer Milena Ivanova. It has 12 employees, 7 of them in advisory roles.
Leadership
- Milena IvanovaElected Manager, Chief Compliance Officer
- Amir LevyManaging Partner, Owner, CEO
Staff
- 12 employees
- 7 in advisory functions
- Owns 75% or more of Galilei Investment Office LLP
Galilei Investment Office (Jersey) Limited
Control person · since October 2017
- Owns 25% to 50% of Galilei Investment Office (Jersey) Limited
Avi Dimor
Control person · since February 2018
- Owns 25% to 50% of Galilei Investment Office (Jersey) Limited
Jorogu Limited
Control person · since May 2022
- Owns 25% to 50% of Jorogu Limited
Shani Levy
Control person · since November 2023
Amir Levy
Shareholder · Control person · since October 2017
Galilei Investment Office’s regulatory assets grew from $722M (April 2022) to $996M (March 2026); clients rose from 21 to 38 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $996M | 38 | 12 | 2 |
| March 2025 | $1.07B | 34 | 12 | 2 |
| April 2024 | $977M | 33 | 10 | 2 |
| March 2023 | $959M | 33 | 8 | 2 |
| April 2022 | $722M | 21 | 8 | 1 |
Besides its headquarters, Galilei Investment Office has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Other business names
Galilei Investment Office has reported 1 other business name to the SEC.
- Galilei Investment Office (Israel) LTD
Contact and registration details
- Legal name
- Galilei Investment Office LLP
- Headquarters
- 2nd Floor, 6 Cavendish Square, London, United Kingdom W1G 0PD
- Website
- Not reported
- Phone
- 442038485800
- @galilei-investment-office
- SEC file
- 801-123595
- Structure
- limited liability partnership organized in United Kingdom
- Fiscal year end
- December
Galilei Investment Office uses Bank Julius Baer & Co. ($439M, 55%), Bank Julius Baer & Co. ($147M, 18%) and Edmond De Rothschild ($108M, 14%), among others, as custodians for its separately managed accounts. Galilei Investment Office does not have custody of client assets.
- Banque Pictet & Cie SaBanque Pictet & Cie Sa · Luxembourg · $101M13%
- Bank Julius Baer & Co.Bank Julius Baer & Co. LTD · St Peter Port · $439M55%
- Bank Julius Baer & Co.Bank Julius Baer & Co. LTD. · Zurich · $147M18%
- Edmond De RothschildEdmond De Rothschild · Geneva · $108M14%
At year end, Galilei Investment Office’s separately managed accounts were largely in stocks (34%) and bonds (26%). Its reported 13F holdings for the quarter ended 31 March 2026 total $193M across 25 positions; the largest are State Str SPDR S&P 500 ETF T (25.9%), Vanguard Index Fds (22.0%) and Vanguard Intl Equity Index F (14.0%).
What the accounts hold
- Stocks34%
- Bonds26%
- U.S. government and agency bonds13%
- Investment grade corporate bonds8%
- High-yield corporate bonds4%
- Sovereign bonds1%
- Cash1%
- Other39%
- Alternative funds and private equity39%
Reported 13F holdings
- $193M
- Reported 13F value
- 25
- Positions
- 85.7%
- In the 10 largest
- —
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit25.9%
- Vanguard Index Fds · S&P 500 ETF Shs22.0%
- Vanguard Intl Equity Index F · FTSE Europe ETF14.0%
- iShares TR · Ishs 1-5yr Invs5.9%
- Proshares TR · S&P 500 DV Arist4.8%
- iShares Inc. · Core MSCI Emkt3.6%
- Vanguard Intl Equity Index F · TT Wrld ST ETF2.6%
- Berkshire Hathaway Inc. Del · CL B New2.4%
- iShares Inc. · MSCI Emrg Chn2.4%
- Alphabet Inc. · Cap Stk CL A2.2%
Together, the ten largest are 85.7% of reported value.
How many clients does Galilei Investment Office have?
Galilei Investment Office has 38 clients and manages $996 million for them, as of March 2026. They include 25 other clients and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Galilei Investment Office offer?
Galilei Investment Office provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Galilei Investment Office use?
Galilei Investment Office’s separately managed account assets are held at Bank Julius Baer & Co. LTD (St Peter Port), with $439M, Bank Julius Baer & Co. LTD. (Zurich), with $147M, Edmond De Rothschild (Geneva), with $108M and Banque Pictet & Cie Sa (Luxembourg), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Galilei Investment Office have?
Galilei Investment Office has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Galilei Investment Office invest in?
At the end of its last fiscal year, Galilei Investment Office’s separately managed accounts held 39% other, 34% exchange-traded equities, 13% U.S. government and agency bonds, 8% investment grade corporate bonds, 4% high-yield corporate bonds, 1% sovereign bonds and 1% cash and equivalents. The 39% other category is described as: Alternative Funds and Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Galilei Investment Office?
Galilei Investment Office is owned through a chain of holding companies by Avi Dimor and Shani Levy. Its direct owner is Galilei Investment Office (Jersey) Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Galilei Investment Office get paid?
Galilei Investment Office is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Galilei Investment Office?
Galilei Investment Office’s main office is at 2nd Floor, 6 Cavendish Square, London, United Kingdom W1G 0PD. Its phone number is 442038485800.