Efg Asset Management (north America) Corp
● SEC registered since 2021CRD 313103SEC# 801-120586Portland, OR
Reg. AUM
$808.9M
Employees
5
Accounts
15
Location
Portland, OR
Efg Asset Management (north America) Corp assets under management
Efg Asset Management (north America) Corp is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2021. It reports $808.9 million in regulatory assets under management and employs 5 people.
Efg Asset Management (north America) Corp owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Efg International AG Control | Owner | Over 75% | 2022 |
| Eric Joseph Kleinschmidt | Chief Compliance Officer | Under 5% | 2021 |
| Michael David Clulow Control | Chief Executive Officer | Under 5% | 2024 |
Frequently asked questions
How much does Efg Asset Management (north America) Corp manage?
Efg Asset Management (north America) Corp reports $808.9 million in regulatory assets under management on its Form ADV.
How many employees does Efg Asset Management (north America) Corp have?
Efg Asset Management (north America) Corp reports 5 employees.
Where is Efg Asset Management (north America) Corp located?
Efg Asset Management (north America) Corp is based in Portland, OR and has been SEC-registered since 2021.
Does Efg Asset Management (north America) Corp disclose fund performance?
Efg Asset Management (north America) Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1211 SW 5th Ave Suite 2840, Portland, OR 97204 |
| Phone | 503-889-5210 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$808.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$808.9Mregulatory AUM
Discretionary $806.1MNon-discretionary $2.9M