Eurazeo North America, Inc.

RIASEC Registered
Total AUM
$1.6B
Discretionary
$0
0% of AUM
Avg account
$807M
Accounts
2
Employees
37
Advisory reps
0

Firm details

Headquarters
New York, New York
CRD number
300444
Registered since
June 27, 2019
Fee structure
Other
Client types
  • Corporations / Businesses72.85%
  • Other27.15%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eurazeo North America, Inc. is organized as a corporation and operates as an institutional registered investment adviser. The firm has been SEC-registered since 2019 and serves primarily institutional clients, providing portfolio management for businesses and other institutions rather than retail households. Ownership is noted as a combination of foreign-entity and individual stakeholders. The firm reports being an active ESG investor, and its fee structure is categorized as “other,” which suggests non-standard or customized billing arrangements for its client base. Eurazeo North America also performs sponsor and general partner functions and acts as a managing member of pooled investment vehicles, indicating it participates on both the advisory and sponsorship sides of private-market arrangements. The adviser is not characterized as a capital allocator and does not operate as a pension consultant.

Assets & Accounts

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
745 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth