Efg Asset Management (North America) Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 31, 2026, reports $809M in regulatory assets under management, 5 employees, 1 office, and 15 accounts.
Assets Under Management
$809M
Employees
5
Offices
1 office
Total Clients
<5
Primary office
PORTLAND, OR
1211 SW 5TH AVE SUITE 2840, PORTLAND, OR, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.0%
3
2
Other Advisers
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$809Mas of March 31, 2026
Discretionary99.6%
$806M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$809M
Total Accounts15
10Y AUM Change+$809M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1:1
10Y Employee Change-2 (-28.6%)
* 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.