Israels Ferguson Asset Advisors

ISRAELS FERGUSON ASSET ADVISORS LLC is an SEC-registered investment adviser with $18 million in regulatory assets under management. The firm has 3 employees...

Israels Ferguson Asset Advisors

ISRAELS FERGUSON ASSET ADVISORS LLC is an SEC-registered investment adviser with $18 million in regulatory assets under management. The firm has 3 employees and 2 investment advisers. It operates with a staff of 5.

General information

Firm type

Asset Manager

Principals

Douglas R. Ferguson

Chief Executive Officer

Timothy A. Israels

Chief Investment Officer

Sector focus

Real Estate

Who leads investment decisions at Israels Ferguson Asset Advisors?

Douglas R. Ferguson serves as CEO, with Timothy A. Israels as CIO. The pair likely oversees real estate investment strategy and portfolio allocation.

What investment focus does the firm have?

The firm is registered as an investment advisor with a focus on real estate. Specific sectors or geographies are not publicly detailed.

Is this firm a family office or a registered investment advisor?

The firm operates as an LLC and is registered as an investment advisor, suggesting it manages capital for external clients beyond a single family. Its private structure indicates a close-knit operation.

What is the firm's ownership structure?

The inclusion of both Israels and Ferguson in the firm name suggests a partnership or multi-family ownership, possibly spanning generations.

Does the firm publicly disclose AUM?

No. AUM is not publicly disclosed, consistent with many private investment advisors.

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