EURAZEO NORTH AMERICA, INC.
Adviser information for EURAZEO NORTH AMERICA, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 2 | $2.2B |
| Total | 2 | $2.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $575.5M |
| Other | 1 | $1.7B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsINVESTMENT ADVICE TO FOREIGN INVESTMENT ADVISERS AND OTHER COMPANIES BELONGING TO THE SAME GROUP AS THE ADVISER |
|---|---|
| Compensation | % of AUMEURAZEO PORTFOLIO COMPANY CONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-116791 |
|---|---|
| SEC ERA File Number | 801-116791 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300444 |
| Legal Entity Identifier | None |
Principal Office
745 FIFTH AVENUE19TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 2126106060, Fax: None
Chief Compliance Officer
SHARI MILLER
GENERAL COUNSEL NORTH AMERICA
745 5TH AVENUE
19TH FLOOR
NEW YORK
NY
United States
Tel:
2125272266
S******@**********M
(Full email address available in API data)
Regulatory Contact
NATHALIE MAZURIER
DEPUTY GC SECURITIES / REGULATORY
1 RUE GEORGES BERGER
PARIS
France
Tel:
+33144151689
N********@**********M
(Full email address available in API data)
Industry Affiliates
| EURAZEO FUNDS MANAGEMENT LUXEMBOURG | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EURAZEO SE | Sponsor, GP, manager of pooled investment vehicles |
| EURAZO GLOBAL INVESTOR SAS | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| miller, shari, kanji | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER NORTH AMERICA | 01/2022 | < 5% |
| Akriche, Vivianne | Individual | – | MANAGING DIRECTOR | 03/2016 | < 5% |
| EURAZEO SE | Foreign Entity | – | SHAREHOLDER | 03/2016 | > 75% |
| SONDAG, ERIC, R | Individual | – | MANAGING DIRECTOR | 09/2020 | < 5% |
| Baviere, Christophe | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 02/2023 | < 5% |
| Kadouch-Chassaing, William | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 02/2023 | < 5% |