Shiran Bolganim
Advisor at Nardis Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
6 years
Location
Remote
Nardis Advisors LLC
Supported
About
Shiran Bolganim is a Series 65-licensed financial advisor at Nardis Advisors LLC with six years of industry experience. His work history includes roles at Altshuler Shaham Owl L.P. and managing investment-related activities through his own entities based in Tel Aviv, Israel. Bolganim is involved in investment management and serves as managing partner and general manager for private investment funds. Nardis Advisors LLC serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, consulting, and third-party manager selection. The firm employs fundamental analysis and diversified asset allocation across multiple asset classes, offering a range of investment strategies including socially responsible portfolios and access to private placements and digital assets.
Client services
Based on Nardis Advisors LLC
Portfolio management
Pension consulting
Selection of other advisers
Consulting
Expertise
Based on Nardis Advisors LLC
ESG / Sustainable investing
Private / alternative investments
Fee options
Fixed fees charged for consulting services; flat fees between $10,000 to $20,000 monthly for retainer clients
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.75% $10,000,000+: Negotiable
$625 to $1,050 per hour
Retainer fees generally charged between $10,000 to $20,000 monthly
Account minimum: $800,000 Minimum fee: $8,000 per year in advisory fees Fee-only: Hourly fees between $625 and $1,050 per hour; Fixed fees generally charged; Retainer fees between $10,000 to $20,000 monthly
Most active in
Shiran B has reported serving >5 clients in these states in the last 12 months.
New York
Work history
6 years of industry experience
Altshuler Shaham Owl L.P.
2023 - Present • 3 years
Tel Aviv
Nardis Advisors LLC
2019 - Present • 7 years
Zichron Yaakov
Shiran Bolganim
2013 - Present • 13 years
Tel Aviv
Portfolio A L.P.
2013 - Present • 13 years
Tel Avivi
Altshuler Shaham Owl L.P.
2013 - 2016 • 3 years
Tel Aviv
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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