EULAV Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
EULAV Asset Management reports 6 clients. They include 6 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($3.7B across 6 accounts) are managed with discretion. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
| Other investment advisers | Fewer than 5 | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 6 | $3.7B | 100.0% | $617M |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Total | 6 | $3.7B | 100% | — |
- Clients
- 6
- Regulatory AUM
- $3.7B
- AUM share
- 100.0%
- Avg. per client
- $617M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 6
- Regulatory AUM
- $3.7B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
EULAV Asset Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Mitchell Appel owns 75% or more of EULAV Asset Management. The leadership team of EULAV Asset Management includes President Robert Scagnelli and Chief Compliance Officer Anthony Frazia. It has 12 employees, 6 of them in advisory roles.
Staff
- 12 employees
- 6 in advisory functions
- 5 broker-dealer reps
- Owns 75% or more of Eulav Asset Management
Mitchell Appel
Control person · since December 2010
- Owns 75% or more of Eulav Asset Management
Value Line, Inc.
since December 2010
- Owns 25% to 50% of Eulav Asset Management
Avi Aronovitz
Control person · since December 2010
- Owns 25% to 50% of Eulav Asset Management
Robert Rice
Control person · since April 2011
- Owns 25% to 50% of Eulav Asset Management
Ronald Short
Control person · since December 2010
- Owns 25% to 50% of Eulav Asset Management
John Ellis
Control person · since November 2015
EULAV Asset Management’s regulatory assets fell from $4.97B (June 2021) to $3.7B (July 2026); clients fell from 10 to 6 and employees from 15 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $3.7B | 6 | 12 | 1 |
| Jul 2025July 2025 | $4.9B | 7 | 14 | 1 |
| Jun 2024June 2024 | $4.31B | 7 | 15 | 2 |
| Jun 2023June 2023 | $3.2B | 7 | 15 | 2 |
| Jun 2022June 2022 | $3.75B | 9 | 15 | 2 |
| Jun 2021June 2021 | $4.97B | 10 | 15 | 2 |
Besides its headquarters, EULAV Asset Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1605 Main Street, Suite 912, SarasotaHQ
Contact and registration details
- Legal name
- Eulav Asset Management
- Headquarters
- 1605 Main Street, Suite 912, Sarasota, FL 34236
- Website
- eulavam.com
- Phone
- 212-907-1900
- @eulav-asset-management
- SEC file
- 801-72140
- Structure
- Delaware other (specify)
- Fiscal year end
- April
EULAV Asset Management does not have custody of client assets.
EULAV Asset Management’s reported 13F holdings for the quarter ended 30 June 2026 total $3.13B across 152 positions; the largest are Woodward Inc. (3.8%), Cadence Design System Inc. (2.9%) and Heico Corp. New (2.9%).
How many clients does EULAV Asset Management have?
EULAV Asset Management has 6 clients and manages $3.7 billion for them, as of July 2026. They include 6 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does EULAV Asset Management offer?
EULAV Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does EULAV Asset Management have?
EULAV Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns EULAV Asset Management?
EULAV Asset Management’s direct owners are Mitchell Appel (75% or more), Avi Aronovitz (25% to 50%), Robert Rice (25% to 50%), Ronald Short (25% to 50%), Value Line, Inc. (75% or more) and John Ellis (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does EULAV Asset Management get paid?
EULAV Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact EULAV Asset Management?
EULAV Asset Management’s main office is at 1605 Main Street, Suite 912, Sarasota, FL 34236. Its phone number is 212-907-1900. Its website is eulavam.com.