Caspa

Caspa

Caspa was established in 2006. It supplies wealth management to high-net-worth families and institutional clients. The firm emphasizes value investing across asset classes and maintains a license from the Israel Securities Authority. Services cover independent financial advisory for clients above 10 million shekels, global portfolio management starting at 2 million shekels or dollars, and monthly cash-flow planning up to age 120 for qualifying clients. Investment types include fund-of-funds, hedge funds, private equity, and secondaries. Geographies span Asia, Europe, the Middle East and Central Asia, and North America. Technology focuses include AI/ML and semiconductors; sector exposure includes healthcare services. Confirmed philanthropic ties reach Edmond de Rothschild Partnerships, the Recanati Center for Maritime Studies at Haifa University, and the Recanati Executive MBA Program at Tel Aviv University. No AUM figure appears in public materials. Team size and additional offices remain undisclosed. Norman H. Chait held a past part-time role at the related Caspa Wealth Management entity. Caspa maintains an independent advisory model that accepts no third-party commissions, aligning compensation solely with client outcomes. This structure separates it from product-driven distributors and supports direct mandates in early-stage opportunities alongside traditional allocations.