Eulav Asset Management
SEC-registered
Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B)
CRD 156397
· SEC file 801-72140
· Sarasota, FL
· WWW.LINKEDIN.COM
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ADV data as of Jul 16, 2026
- Regulatory AUM
- $3.7B
- Discretionary
- $3.7B
- Clients
- 6
- Avg AUM / client
- $617M
- Accounts
- 6
- Employees
- 12
AUM over time
$2.0B
$5.0B
Dec 23, 2011
Jul 16, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $3.7B | 100.0% |
| Other investment advisers | Fewer than 5 | $0 | — |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Appel, Mitchell, Eric | Ceo/Treasurer/Trustee/Class A Voting Shareholder | Dec 2010 (16y) | 75% or more | |
| Aronovitz, Avi, Tzvi | Trustee / Class B Voting Shareholder | Dec 2010 (16y) | 25% – 50% | |
| Short, Ronald, Alastair | Trustee / Class B Voting Shareholder | Dec 2010 (16y) | 25% – 50% | |
| Scagnelli, Robert, Angelo | Vice President | Jan 2011 (16y) | Less than 5% | |
| Rice, Robert, Eric | Trustee / Class B Voting Shareholder | Apr 2011 (15y) | 25% – 50% | |
| Ellis, John, Prescott | Trustee / Class B Voting Shareholder | Nov 2015 (11y) | 25% – 50% | |
| Frazia, Anthony | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Value Line, Inc. | Non Voting Interest Shareholder | Dec 2010 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗