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Eulav Asset Management

SEC Registered

Build a diversified portfolio with investments guided by first-hand experience combined with rigorous analytics

Sarasota, FLhttps://eulavam.com212-907-1900
Assets Under Management
$1B–$5B
Employees
14
Office Locations
1 office
Total Accounts
7

About the firm

EULAV Asset Management is the investment adviser to the Value Line Funds and Value Line Portfolios. Value Line Funds is a diversified family of actively managed mutual funds with a wide range of investment objectives, including equity, fixed income, and hybrid funds. Value Line Portfolios are quantitatively driven Separately Managed Accounts (SMAs) designed for investors looking for diversification through managed accounts that provide ownership of the underlying securities.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesPension/Profit Sharing

Areas of expertise

Mutual FundsSeparately Managed AccountsEquity FundsFixed Income FundsHybrid FundsActive ManagementQuantitative InvestingDiversified Portfolios

Services

Investment advisory services including actively managed mutual funds (equity, fixed income, and hybrid) through Value Line Funds, and quantitatively driven Separately Managed Accounts (SMAs) through Value Line Portfolios, available on Envestnet and SMArtX.

Who they serve

Individual investors, shareholders, and financial advisors seeking mutual funds or Separately Managed Accounts to build diversified investment strategies.

Leadership

Mitchell Eric Appel
CEO/TREASURER/TRUSTEE/CLASS A VOTING SHAREHOLDER
Avi Aronovitz
TRUSTEE / CLASS B VOTING SHAREHOLDER
Mark Stephen Marrone
CHIEF COMPLIANCE OFFICER
Robert Eric Rice
TRUSTEE / CLASS B VOTING SHAREHOLDER
Ronald Alastair Short
TRUSTEE / CLASS B VOTING SHAREHOLDER

Office locations

1 office in 1 state
FL
SarasotaHQ

Regulatory & compliance

CRD number
#156397
SEC Number
801-72140
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $100,000 (waivable)

Data as of July 1, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eulav Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Eulav Asset Management in Sarasota, FL | AdvisorFinder