# Eulav Asset Management

> Eulav Asset Management is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 156397
- Filed as: EULAV ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156397
- AdvisorCensus page: https://advisorcensus.com/firm/eulav-asset-management-sarasota-fl-156397

## Quick answers

**How is Eulav Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Eulav Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eulav Asset Management located?**
Eulav Asset Management's principal office is in Sarasota, FL, according to its Form ADV.

**Is Eulav Asset Management registered with the SEC or a state?**
Eulav Asset Management is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156397.

**How much does Eulav Asset Management manage?**
Eulav Asset Management reports $3,700,000,000 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**How have Eulav Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Eulav Asset Management: Regulatory assets under management: $4,968,000,000 in the October 2021 data and $3,700,000,000 in the October 2026 data, down 26%. Total employees: 15 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eulav Asset Management serve?**
By number of clients on Form ADV Item 5.D: investment companies (6).

**Does Eulav Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156397

**What changed in Eulav Asset Management's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $4,900,000,000 to $3,700,000,000 (-24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,700,000,000
- Discretionary: $3,700,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 6 | $3,700,000,000 |
| Other investment advisers | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eulavam.com
- valuelineportfolios.com
- LinkedIn @EULAV-ASSET-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,968,000,000 | 15 | June 3, 2021 |
| October 2022 | $3,750,000,000 | 15 | June 3, 2022 |
| October 2023 | $3,200,000,000 | 15 | June 22, 2023 |
| October 2024 | $4,314,750,000 | 15 | June 25, 2024 |
| October 2025 | $4,900,000,000 | 14 | July 1, 2025 |
| October 2026 | $3,700,000,000 | 12 | July 16, 2026 |

Regulatory assets under management: $4,968,000,000 in the October 2021 data and $3,700,000,000 in the October 2026 data, down 26%.
Total employees: 15 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $4,900,000,000 to $3,700,000,000 (-24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eulav Asset Management (CRD 156397): Form ADV filing data as of October 2026.