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AdvisorCensus / Financial advisors / New York / New York / Eurazeo North America, Inc.

Eurazeo North America, Inc.

New York, NYSEC-registered investment adviserCRD 300444

Filed as EURAZEO NORTH AMERICA, INC.

Eurazeo North America, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

7 years
registered since 2019
$1,614,608,829
assets under management
1 arrangement
Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Eurazeo North America, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Eurazeo North America, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Eurazeo North America, Inc. located?

Eurazeo North America, Inc.'s principal office is in New York, NY, according to its Form ADV.

Is Eurazeo North America, Inc. registered with the SEC or a state?

Eurazeo North America, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300444.

How much does Eurazeo North America, Inc. manage?

Eurazeo North America, Inc. reports $1,614,608,829 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (0% discretionary).

How have Eurazeo North America, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Eurazeo North America, Inc.: Regulatory assets under management: $1,142,000,000 in the October 2021 data and $1,614,608,829 in the October 2026 data, up 41%. Total employees: 20 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Eurazeo North America, Inc. serve?

By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1); other (1).

Does Eurazeo North America, Inc. 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/300444

What changed in Eurazeo North America, Inc.'s recent Form ADV filings?

In the October 2026 filing data: Employees performing advisory functions went from 10 to 32.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated August 13, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,614,608,829

$1,614,608,829 as of October 2026, filing dated September 21, 2026.

Discretionary: $0.Non-discretionary: $1,614,608,829.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Corporations or other businesses not listed above
Clients 1 Assets $1,176,269,517 (73%)
Other
Clients 1 Assets $438,339,312 (27%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2019 (7 years)
Employees
Total: 37. Performing investment advisory functions: 32.
Wrap fee program participation
No.
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.14B 2021 $1.8B 2022 $2.32B 2023 $2.23B 2024 $1.73B 2025 $1.61B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,614,608,82937September 21, 2026
October 2025$1,732,843,98513March 28, 2025
October 2024$2,227,780,51321March 27, 2024
October 2023$2,321,156,78025March 30, 2023
October 2022$1,804,400,00025March 30, 2022
October 2021$1,142,000,00020March 31, 2021

Regulatory assets under management: $1,142,000,000 in the October 2021 data and $1,614,608,829 in the October 2026 data, up 41%.

Total employees: 20 in October 2021 and 37 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Employees performing advisory functions went from 10 to 32.
  2. September 2026
    • Updated its list of owners and control persons (Schedule A).
  3. April 2026
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Eurazeo North America, Inc. (CRD 300444): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/eurazeo-north-america-inc-new-york-ny-300444