EULAV ASSET MANAGEMENT

RIASEC RegisteredEst. 2011
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$700M
Accounts
7
Employees
14
Advisory reps
7

Firm details

Headquarters
SARASOTA, Florida
CRD number
156397
Registered since
April 26, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eulav Asset Management is an SEC-registered investment firm (registered in 2011) that serves an institutional client base while also providing portfolio management for individuals, small businesses, investment companies, and other institutions. The firm operates as a broker-dealer and charges fees based on a percentage of assets under management. Eulav does not characterize itself as an ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant in available records. Advisory activity focuses on discretionary portfolio management across multiple client types. Ownership is reported as a mix of a domestic entity and an individual, and the firm is classified as “unclassified” in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANTHONY FRAZIA

    Chief Compliance OfficerCRD 1829919

  • MITCHELL APPEL

    Chief Executive OfficerCRD 4878161

Contacts

3 of 5
  • AVI ARONOVITZ

    ShareholderCRD 5881320

  • JOHN ELLIS

    Board MemberCRD 6595173

  • Robert Scagnelli

    Registered RepresentativeCRD 1565552

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
1605 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth