{"url":"https://nivawealth.com/firms/galilei-investment-office-319352","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319352","regulatoryAum":996071870,"crd":"319352","history":[{"filedOn":"2022-04-22","regulatoryAum":722066840,"clients":21,"employees":8,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":958661382,"clients":33,"employees":8,"offices":2},{"filedOn":"2024-04-10","regulatoryAum":976547903,"clients":33,"employees":10,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":1066026872,"clients":34,"employees":12,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":996071870,"clients":38,"employees":12,"offices":2}],"secFileNumber":"801-123595","legalName":"Galilei Investment Office LLP","displayName":"Galilei Investment Office","slug":"galilei-investment-office-319352","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/galilei-investment-office/","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"2nd Floor, 6 Cavendish Square","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1G 0PD"},"tradeNames":["Galilei Investment Office (Israel) LTD"],"registration":{"secApproved":"25 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":996071870,"discretionary":996071870,"discretionaryAccounts":38,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":98,"nonAumClients":0},"clientTypes":[{"label":"Corporations and other businesses","clients":13,"regulatoryAum":587801208},{"label":"Other","clients":25,"regulatoryAum":408270662}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Banque Pictet & Cie Sa","shortName":"Banque Pictet & Cie Sa","location":"Luxembourg","smaAssets":100702614},{"name":"Bank Julius Baer & Co. LTD","shortName":"Bank Julius Baer & Co.","location":"St Peter Port","smaAssets":439248492},{"name":"Bank Julius Baer & Co. LTD.","shortName":"Bank Julius Baer & Co.","location":"Zurich","smaAssets":146754798},{"name":"Edmond De Rothschild","shortName":"Edmond De Rothschild","location":"Geneva","smaAssets":108045740}],"custodyNote":"Galilei Investment Office does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Milena Ivanova","title":"Elected Manager, Chief Compliance Officer","crd":"7513933"},{"name":"Amir Levy","title":"Managing Partner, Owner, CEO","crd":"4580930"}],"ownership":[{"label":"Galilei Investment Office (Jersey) Limited","detail":"General partner, owner in the 75% or more ownership band and a control person, since October 2017."},{"label":"Amir Levy","detail":"Indirect owner: shareholder of Jorogu Limited and a control person, since October 2017.","parent":"Jorogu Limited"},{"label":"Avi Dimor","detail":"Indirect owner: a shareholder of Galilei Investment Office (Jersey) Limited in the 25% to 50% band and a control person, since February 2018.","parent":"Galilei Investment Office (Jersey) Limited"},{"label":"Jorogu Limited","detail":"Indirect owner: a shareholder of Galilei Investment Office (Jersey) Limited in the 25% to 50% band and a control person, since May 2022.","parent":"Galilei Investment Office (Jersey) Limited"},{"label":"Shani Levy","detail":"Indirect owner: a shareholder of Jorogu Limited in the 25% to 50% band and a control person, since November 2023.","parent":"Jorogu Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442038485800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"U.S. government/agency bonds","percent":13},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":8},{"label":"Non-investment grade corporate bonds","percent":4},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":39,"detail":"Alternative Funds and Private Equity"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319352/PDF/319352.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Galilei Investment Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Galilei Investment Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Galilei Investment Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Galilei Investment Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Galilei Investment Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Galilei Investment Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Galilei Investment Office get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Galilei Investment Office?","answer":"Galilei Investment Office’s main office is at 2nd Floor, 6 Cavendish Square, London, United Kingdom W1G 0PD. Its phone number is 442038485800.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/galilei-investment-office-319352/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2043729/000204372926000002/0002043729-26-000002-index.html","totalValue":192988793,"positionCount":25,"top10Share":0.85728835559897,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":49899842,"shares":76730,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":42455856,"shares":71049,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":26922792,"shares":326614,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}