Caspa
Kfar Saba wealth management firm founded 2006, licensed by the Israel Securities Authority; offers family office, global portfolio management and investment advice.
Identity
- HEADQUARTERS
- Kfar Saba, Israel
- FOUNDED
- 2006
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- STRATEGIES
- Public equities
Overview
Caspa was founded in 2006 and provides personal wealth management to families and wealthy clients, with an emphasis on value investing. It holds Israel Securities Authority portfolio management and investment advice licences and says it does not market its own financial products or take third-party commissions. Services include a family office service for families with wealth of roughly NIS 20-100 million, global portfolio management from NIS/USD 2 million, independent advice from NIS 10 million, and a drawdown-planning service. Its office is in Kfar Saba.
Investment thesis
Value-investing philosophy focused on asset classes and long-term performance, aiming to preserve client wealth and pass it to the next generations.
People
- Ofir NavotVP Investments · source
- Aviel SokoloverSenior Investment Adviser and Associate Partner · source
- Daniel FoldSenior Investment Adviser and Wealth Manager · source
- Gilit TinskySenior Investment Adviser and Wealth Manager · source
- Dvir YurovichInvestment Manager · source
- Ilan SadonFounder, CEO and Chairman · source
- Rami WeiselAdviser to the Board · source
- Bruria Gross ProshanskyAdviser to the Board · source
- Yoel HechtAdviser to the Board · source
Frequently asked questions
Caspa is a multi family office based in Kfar Saba, Israel, founded in 2006.
Caspa does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes public equities.
Key people at Caspa include Ilan Sadon (Founder, CEO and Chairman), Rami Weisel (Adviser to the Board), Bruria Gross Proshansky (Adviser to the Board) and Yoel Hecht (Adviser to the Board).
Yes. Caspa manages capital from outside investors.