DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

EULAV ASSET MANAGEMENT

CRD 156397

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a76e5366-d2a0-222e-7c00-361b492dab6e

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Dec 23, 2011 to Jul 16, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $3.7BItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
SEC number: 801-72140
CIK: 1540826
CRD: 156397
Filings on the tape: 35
First filed: Dec 23, 2011
Latest filed: Jul 16, 2026
Organised: Other (specify), DE
Website: eulavam.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
APPEL, MITCHELL, ERIC	CEO/TREASURER/TRUSTEE/CLASS A VOTING SHAREHOLDER	E	yes	12/2010	Dec 23, 2011	Dec 4, 2024
ARONOVITZ, AVI, TZVI	TRUSTEE / CLASS B VOTING SHAREHOLDER	C	yes	12/2010	Dec 23, 2011	Dec 4, 2024
ELLIS, JOHN, PRESCOTT	TRUSTEE / CLASS B VOTING SHAREHOLDER	C	yes	11/2015	Dec 18, 2015	Dec 4, 2024
FRAZIA, ANTHONY	CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Jan 10, 2019	Dec 4, 2024
RICE, ROBERT, ERIC	TRUSTEE / CLASS B VOTING SHAREHOLDER	C	yes	04/2011	Dec 23, 2011	Dec 4, 2024
SHORT, RONALD, ALASTAIR	TRUSTEE / CLASS B VOTING SHAREHOLDER	C	yes	12/2010	Dec 23, 2011	Dec 4, 2024
SCAGNELLI, ROBERT, ANGELO	VICE PRESIDENT	Na	no	01/2011	Dec 23, 2011	Dec 4, 2024
VALUE LINE, INC.	NON-VOTING INTEREST SHAREHOLDER	E	no	12/2010	Jun 4, 2013	Dec 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EULAV SECURITIES LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jun 25, 2024	$4.3B	$4.3B	15	5	1	n/a	n/a
2023	Jun 22, 2023	$3.2B	$3.2B	15	5	1	n/a	n/a
2022	Jun 3, 2022	$3.8B	$3.8B	15	5	1	n/a	n/a
2021	Jun 2, 2021	$5.0B	$5.0B	15	5	1	n/a	n/a
2020	Jun 29, 2020	$3.6B	$3.6B	15	5	0	n/a	n/a
2019	Jul 26, 2019	$3.3B	$3.3B	15	5	0	n/a	n/a
2018	May 10, 2018	$2.5B	$2.5B	15	5	0	n/a	n/a
2017	Jul 27, 2017	$2.4B	$2.4B	15	5	n/a	n/a	n/a
2016	May 26, 2016	$2.3B	$2.3B	16	6	n/a	n/a	n/a
2015	May 29, 2015	$2.4B	$2.4B	16	6	n/a	n/a	n/a
2014	Jun 26, 2014	$2.3B	$2.3B	16	5	n/a	n/a	n/a
2013	Jun 4, 2013	$2.1B	$2.1B	16	5	n/a	n/a	n/a
2012	May 14, 2012	$2.1B	$2.1B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$3.7B	$3.2B	15.6%	$5.0B	-9.4%	12	15	0	1

Relationships

Affiliated with (1)

← MATRIX CAPITAL GROUPRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← SHORT, RONALD, ALASTAIROwnerTRUSTEE / CLASS B VOTING SHAREHOLDER, ownership code C, individual
Dec 23, 2011 to Dec 4, 2024factForm ADV
← FRAZIA, ANTHONYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 10, 2019 to Dec 4, 2024factForm ADV
← APPEL, MITCHELL, ERICOwnerCEO/TREASURER/TRUSTEE/CLASS A VOTING SHAREHOLDER, ownership code E, individual
Dec 23, 2011 to Dec 4, 2024factForm ADV
← RICE, ROBERT, ERICOwnerTRUSTEE / CLASS B VOTING SHAREHOLDER, ownership code C, individual
Dec 23, 2011 to Dec 4, 2024factForm ADV
← ARONOVITZ, AVI, TZVIOwnerTRUSTEE / CLASS B VOTING SHAREHOLDER, ownership code C, individual
Dec 23, 2011 to Dec 4, 2024factForm ADV
← ELLIS, JOHN, PRESCOTTOwnerTRUSTEE / CLASS B VOTING SHAREHOLDER, ownership code C, individual
Dec 18, 2015 to Dec 4, 2024factForm ADV

Owns (2)

← SCAGNELLI, ROBERT, ANGELOOwnerVICE PRESIDENT, ownership code NA, individual
Dec 23, 2011 to Dec 4, 2024factForm ADV
← VALUE LINE, INC.OwnerNON-VOTING INTEREST SHAREHOLDER, ownership code E, domestic entity
Jun 4, 2013 to Dec 4, 2024factForm ADV

Dated events

Occurred
Mar 10, 2021
Regulatory AUM changed
Eulav Asset Management reported RAUM $4.9B, up 37% from $3.6B (2020-06-29 to 2021-03-10)
Form ADVobserved 4 days ago
$1.3B
Occurred
Jul 26, 2019
Regulatory AUM changed
Eulav Asset Management reported RAUM $3.3B, up 30% from $2.6B (2019-01-10 to 2019-07-26)
Form ADVobserved 4 days ago
$764M
Occurred
Jan 10, 2019
Control person left
Joseph Michael Wagner (Chief Compliance Officer) no longer on Schedule A of Eulav Asset Management (listed 2018-06-28, absent 2019-01-10)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2019
Control person joined
Anthony Frazia (Chief Compliance Officer) appeared on Schedule A of Eulav Asset Management
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a76e5366-d2a0-222e-7c00-361b492dab6e
First observed: Dec 23, 2011
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EULAV ASSET MANAGEMENT

CRD 156397

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a76e5366-d2a0-222e-7c00-361b492dab6e

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

APPEL, MITCHELL, ERIC

CEO/TREASURER/TRUSTEE/CLASS A VOTING SHAREHOLDER

yes

12/2010

Dec 23, 2011

Dec 4, 2024

ARONOVITZ, AVI, TZVI

TRUSTEE / CLASS B VOTING SHAREHOLDER

yes

12/2010

Dec 23, 2011

Dec 4, 2024

ELLIS, JOHN, PRESCOTT

TRUSTEE / CLASS B VOTING SHAREHOLDER

yes

11/2015

Dec 18, 2015

Dec 4, 2024

FRAZIA, ANTHONY

CHIEF COMPLIANCE OFFICER

yes

01/2019

Jan 10, 2019

Dec 4, 2024

RICE, ROBERT, ERIC

TRUSTEE / CLASS B VOTING SHAREHOLDER

yes

04/2011

Dec 23, 2011

Dec 4, 2024

SHORT, RONALD, ALASTAIR

TRUSTEE / CLASS B VOTING SHAREHOLDER

yes

12/2010

Dec 23, 2011

Dec 4, 2024

SCAGNELLI, ROBERT, ANGELO

VICE PRESIDENT

01/2011

Dec 23, 2011

Dec 4, 2024

VALUE LINE, INC.

NON-VOTING INTEREST SHAREHOLDER

12/2010

Jun 4, 2013

Dec 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EULAV SECURITIES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jun 25, 2024

$4.3B

n/a

2023

Jun 22, 2023

$3.2B

n/a

2022

Jun 3, 2022

$3.8B

n/a

2021

Jun 2, 2021

$5.0B

n/a

2020

Jun 29, 2020

$3.6B

n/a

2019

Jul 26, 2019

$3.3B

n/a

2018

May 10, 2018

$2.5B

n/a

2017

Jul 27, 2017

$2.4B

n/a

2016

May 26, 2016

$2.3B

n/a

2015

May 29, 2015

$2.4B

n/a

2014

Jun 26, 2014

$2.3B

n/a

2013

Jun 4, 2013

$2.1B

n/a

2012

May 14, 2012

$2.1B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$3.7B

$3.2B

15.6%

$5.0B

-9.4%