SEC Form ADV

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Firm profile: EFG Asset Management (Americas) Corp. — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR

$808.9M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: CRD-313103
Location: PORTLAND, OR
Filing Date: March 31, 2026
AUM: $808.9M
Total Clients: 15
Institutional Clients: 3
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

Pooled Investment VehiclesOther Advisers

About this Adviser

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $808.9M in assets across 15 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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