Efficient Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warrenville, IL. Its latest Form ADV filing, dated March 6, 2026, reports $1.2B in regulatory assets under management, 29 employees, and 13 accounts.
Assets Under Management
$1.2B
Employees
29
Offices
--
Total Clients
13
Primary office
WARRENVILLE, IL
4355 WEAVER PARKWAY, SUITE 200, WARRENVILLE, IL, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 92.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
92.3%
12
2
Investment Cos.
7.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 6, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts13
10Y AUM Change+$237M (+25.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee0:1
10Y Employee Change-1 (-3.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.