|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Eulav Asset Management
✚
|
|
|---|---|
| CRD # | 156397 |
| SEC # | 801-72140 |
| CIK # | 0001540826 |
| AUM | $4.9 B (2025-07-01) |
| Employees | 14 (36% Investors, 36% Brokers) |
| Phone | 212-907-1900 |
| Address | 1605 Main Street Sarasota, FL 34236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Heico Corp | 0.2 | ||
| Tyler Technologies Inc | 0.1 | ||
| MSCI Inc | 0.1 | ||
| Progressive Waste Solutions Ltd | 0.1 | ||
| Cintas Corp | 0.1 | ||
| Lennox International Inc | 0.1 | ||
| Fair Isaac Corp | 0.1 | ||
| Berkley W R Corp | 0.1 | ||
| Cadence Design Systems Inc | 0.1 | ||
| Caseys General Stores Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 4.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 4.9 |
| By Discretionary | ||
| Discretionary | 7 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 7 | 4.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540826] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alphapoint Inc
✚
|
CA | 5.0 |
|
Shepherd Financial Investment Advisory LLC
✚
|
IN | 4.9 |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 4.9 |
|
The Ascent Group LLC
✚
|
VA | 4.9 |
|
David Vaughan Investments LLC
✚
|
IL | 4.9 |
|
Kennedy Capital Management LLC
✚
|
MO | 4.9 |
|
Ocean Park Asset Management LLC
✚
|
CA | 4.9 |
|
Applied Finance Capital Management LLC
✚
|
PR | 4.9 |
|
TFO Wealth Partners LLC
✚
|
OH | 4.9 |
|
Davidson Investment Advisors Inc
✚
|
MT | 4.8 |