Eurazeo North America, Inc.

RIASEC RegisteredEst. 2019
Total AUM
$1.6B
Discretionary
$0
0% of AUM
Avg account
$807M
Accounts
2
Employees
12
Advisory reps
1

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 a corporation that operates as an institutional registered investment adviser focused on serving business and institutional clients. The firm is SEC‑registered (since 2019) and identified as a foreign‑entity/individual owned adviser. Its advisory activity centers on portfolio management for institutions, and it reports being an active ESG investor. Eurazeo North America, Inc. is not positioned as a capital allocator to retail clients; its client base is institutional and its fee arrangement is classified as “other.” The firm also performs roles consistent with sponsor/GP activity and managing member responsibilities for pooled investment vehicles.

Assets & Accounts

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

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Eric Sondag

    Eric Sondag

    Managing DirectorCRD 3098614

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

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