Eulav Asset Management
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 156397
- Registered since
- April 26, 2011
- Website
- eulavam.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eulav Asset Management is an institutional registered investment adviser that has been SEC-registered since 2011. The firm is organized as a combination of a domestic entity and an individual owner, operates a broker-dealer business, and charges clients on a percentage-of-AUM fee schedule. Its classification on record is Institutional RIA and its reported client base centers on institutional relationships, although its advisory activities also list portfolio management services for individuals/small businesses and for investment companies. The firm does not describe itself as an active ESG investor and is not presented as a multi-state adviser or pension consultant. Eulav does not appear to act as a capital allocator; instead it engages third-party managers for certain strategies and makes use of pooled investment vehicles alongside direct equity positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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