Firm profile

EULAV ASSET MANAGEMENT

SARASOTA, FLCRD 156397Latest ADV July 1, 2025

Eulav Asset Management is an SEC registered investment adviser with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated July 1, 2025, reports $4.9B in regulatory assets under management, 14 employees, and 7 accounts.

Assets Under Management
$4.9B
Employees
14
Offices
--
Total Clients
7
Primary office
SARASOTA, FL
1605 MAIN STREET, SUITE 912, SARASOTA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMitchell E. Appel
CCOAnthony Frazia

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
7
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.9Bas of July 1, 2025
Discretionary100.0%
$4.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$4.9B
Total Accounts7
10Y AUM Change+$2.6B (+115.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee1:1
10Y Employee Change-2 (-12.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.