Eurazeo North America, Inc. (New York)

Name: Eurazeo North America, Inc.
Address: 745 Fifth Avenue, New York, NY, 10151
Telephone: 1-212-653-9743

Eurazeo North America, Inc. is a large advisory firm based in New York. It manages $774.2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.

Eurazeo North America provides portfolio management for businesses and institutional clients and investment advice to foreign investment advisers and other companies belonging to the same group as the adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eurazeo North America: assets under management

The assets under management (AUM) of Eurazeo North America, Inc. is $774.2 million. $774.2 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in non-exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eurazeo North America, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eurazeo North America serves?

The only and largest group of clients of Eurazeo North America is corporations or other businesses with 1 clients and $774.2 million of assets under management. Among the 9 most similar advisory firms, Eurazeo North America has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $774.2 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Eurazeo North America doesn't advise any private funds.

Careers at Eurazeo North America, Inc.

The company employs 16 people that are either part- or full-time employees. 81 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Vivianne Akriche joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vivianne Akriche	Managing director	1 Mar 2016	Other	7090798
Virginie Morgon	Chief executive officer	1 Mar 2016	Other	7090801
Eric Schaefer	Managing director	1 Mar 2016	Other	7090802
Nicolas Huet	Secretary and cco	1 Mar 2016	Other	7090804
Eurazeo Se	Shareholder	1 Mar 2016	75% - 100%	foreign entity

Based in New York

The principal office where Eurazeo North America, Inc. performs its advisory services is located at 745 Fifth Avenue, New York, NY 10151, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-212-653-9743. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at eurazeo.com.