Eulav Asset Management

RIASEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$617M
Accounts
6
Employees
12
Advisory reps
6

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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