Eulav Asset Management

RIASEC RegisteredEst. 2011
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$617M
Accounts
6
Employees
12
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 operates as an institutional registered investment adviser that also functions as a broker-dealer. The firm has been SEC-registered since 2011 and is owned by a combination of a domestic entity and an individual. Its business model centers on fee-based portfolio management (percentage of AUM) for a mix of client types, including individuals and small businesses, investment companies, and institutional or corporate clients. The firm’s stated client base is institutional, and it does not present itself as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Anthony Frazia

    Anthony Frazia

    Chief Compliance OfficerCRD 1829919

  • Mitchell Appel

    Mitchell Appel

    Chief Executive OfficerCRD 4878161

Contacts

3 of 5
  • Avi Aronovitz

    Avi Aronovitz

    ShareholderCRD 5881320

  • John Ellis

    John Ellis

    Board MemberCRD 6595173

  • Robert Scagnelli

    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