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EULAV ASSET MANAGEMENT

CRD 156397File 801-72140
APPROVED
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.70B
Top 25% of cohort (national)
Discretionary AUM
$3.70B
Clients
6
6 accounts
Employees
12
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
MIRO
Registration date
Apr 26, 2011
Principal office
1605 MAIN STREET, SUITE 912, SARASOTA, FL, 34236
Phone
212-907-1900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.70B
Discretionary AUM
$3.70B
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$616.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies6$3.70B
Other investment advisersFewer than 5$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 1, 2026Employees1412decreased by2
Aug 1, 2026Clients76decreased by1
Aug 1, 2026AUM$4,900,000,000$3,700,000,000decreased by$1,200,000,000
Aug 1, 2026Accounts76decreased by1
Dec 1, 2025
vs May 1, 2025
Employees1514decreased by1
Dec 1, 2025
vs May 1, 2025
AUM$4,785,000,000$4,900,000,000increased by$115,000,000
May 1, 2025
vs Oct 1, 2022
Clients97decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$3,750,000,000$4,785,000,000increased by$1,035,000,000
May 1, 2025
vs Oct 1, 2022
Accounts97decreased by2
Jul 1, 2022Clients109decreased by1
Jul 1, 2022AUM$4,968,000,000$3,750,000,000decreased by$1,218,000,000
Jul 1, 2022Accounts109decreased by1
Jul 1, 2021AUM$4,900,000,000$4,968,000,000increased by$68,000,000
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EULAV ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EULAV ASSET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.