Efficient Capital Management LLC
● SEC registered since 2017CRD 287958SEC# 801-111824Warrenville, IL
Ranks #2,821 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.16B
Fund GAV
$290.8M
Private funds
1
Employees
29
Accounts
13
Location
Warrenville, IL
Efficient Capital Management LLC assets under management
Efficient Capital Management LLC operates as an SEC-registered investment adviser based in Warrenville, IL. The firm has been registered since 2017. It reports $1.2 billion in regulatory assets under management and employs 29 people. Efficient Capital Management LLC manages 1 private fund with combined gross assets of $290.8 million, including Efficient U.S. Funds, LLC - Gemstone-Enhanced Multi-Asset Series. By regulatory assets, it ranks 2,821 of 6,004 private fund managers.
Efficient Capital Management LLC private funds
1 funds · $290.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Efficient U.S. Funds, LLC - Gemstone-Enhanced Multi-Asset Series | Hedge | $290.8M | $1M |
Efficient Capital Management LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Richard Martinson Control | Chief Executive Officer, Chief Investment Officer | Under 5% | 2024 |
| Curtis Wayne Bradshaw Control | President | Under 5% | 2024 |
| Donna Marie Allen Control | Chief Compliance Officer | Under 5% | 2005 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Efficient Capital Management LLC manage?
Efficient Capital Management LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Efficient Capital Management LLC manage?
Efficient Capital Management LLC manages 1 private funds with combined gross assets of $290.8 million.
How many employees does Efficient Capital Management LLC have?
Efficient Capital Management LLC reports 29 employees.
Where is Efficient Capital Management LLC located?
Efficient Capital Management LLC is based in Warrenville, IL and has been SEC-registered since 2017.
Does Efficient Capital Management LLC disclose fund performance?
Efficient Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4355 Weaver Parkway, Suite 200, Warrenville, IL 60555-4060 |
| Phone | 630-657-6800 |
| Fax | 630-657-6686 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.16B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
AUM vs fund managersTop 47%
Larger than 53% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.16Bregulatory AUM
Discretionary $1.16B