Efficient Frontier Advisors LLC
CRD 111895SEC# 801-60450
No longer SEC-registered. Efficient Frontier Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$419.3M
Employees
3
Accounts
199
Location
—
Efficient Frontier Advisors LLC assets under management
Efficient Frontier Advisors LLC is a registered investment adviser overseen by the SEC. It reports $419.3 million in regulatory assets under management and employs 3 people.
Efficient Frontier Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Susan Felice Sharin Control | Principal; Partner; Chief Compliance Officer | 50-75% | 1998 |
| William James Bernstein Control | Principal; Partner | 50-75% | 1998 |
Frequently asked questions
How much does Efficient Frontier Advisors LLC manage?
Efficient Frontier Advisors LLC reports $419.3 million in regulatory assets under management on its Form ADV.
How many employees does Efficient Frontier Advisors LLC have?
Efficient Frontier Advisors LLC reports 3 employees.
Does Efficient Frontier Advisors LLC disclose fund performance?
Efficient Frontier Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By App'T Only |
| Discloses disciplinary history | No |
Regulatory AUM
$419.3MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$419.3Mregulatory AUM
Discretionary $419.3M