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Allied Holdings
Allied Holdings is an SEC-registered investment adviser in Billings, MT, registered since 2014. The firm manages $1.5 billion in assets and $1.5 billion on a...
Allied Holdings
Allied Holdings is an SEC-registered investment adviser in Billings, MT, registered since 2014. The firm manages $1.5 billion in assets and $1.5 billion on a discretionary basis. It has 12 employees and 11 investment advisers.
General information
Firm type
Generalist
Location
Region
Middle East
Country
Israel
City
Billings
Corporate office
Bene Beraq, Israel
Principals
Prof. Itzhak Swary
Chairman
Aaron Gutwirth
Founder
Sector focus
Frequently asked questions
What is the relationship between Champion Motors and Allied Holdings?
Champion Motors is the operating subsidiary through which Allied Holdings holds the exclusive Israeli import and distribution rights for Volkswagen, Audi, Skoda, and SEAT vehicles. The franchise generates the core recurring cash flows that fund the group's broader investment activity. Chairman Itzhak Swary oversees both the auto business and the investment portfolio within the consolidated group structure.
Who controls Allied Holdings and makes investment decisions?
Chairman Itzhak Swary oversees the Allied Group and the controlling A.G. Trust, positioning him as the central decision-maker for both operating businesses and portfolio allocations. Founder Aaron Gutwirth established the industrial foundation on which the group was built. Detailed governance around the investment committee or delegated deal authority has not been publicly disclosed.
What is the A.G. Trust and how does it relate to Allied Holdings?
The A.G. Trust serves as the central ownership and governance entity consolidating control across Allied Holdings' operating subsidiaries and investment assets. Chairman Itzhak Swary oversees the trust, which functions as the structural bridge between the Gutwirth family's industrial legacy and the current portfolio of auto distribution, infrastructure concessions, real estate, and venture holdings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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