EULAV ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.90B |
| Discretionary | $4.90B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $700.0M |
| Employees | 14 |
| Peak AUM | $4.97BJun 2021 |
| AUM CAGR | +5.7% /yrover 14 yrs · 39 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.9B | +13.6% | +9.1% | +6.4% | |
| Discretionary AUM | $4.9B | ||||
Key Metrics
| Total AUM | $4.90B |
| Discretionary | $4.90B |
| Employees | 14 |
| Client Accounts | 7 |
Contact & Location
Address
1605 MAIN STREET
SARASOTA FL 34236
Phone
212-907-1900
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-Dealer