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| Efficient Capital Management LLC
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| |
|---|---|
| CRD # | 287958 |
| SEC # | 801-111824 |
| CIK # | |
| AUM | $1.0 BB (2024-03-28) |
| Employees | 28 (50% Investors, 0% Brokers) |
| Phone | 630-657-6800 |
| Address | 4355 Weaver Parkway Warrenville, IL 60555-4060 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Efficient US Funds LLC - Gemstone-Enhanced Multi-Asset Series | 2024-03-28 | 49.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 21 | 1,004.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 1,004.5 |
| By Discretionary | ||
| Discretionary | 21 | 1,004.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 1,004.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 697.1 | |
| United States Persons | 307.4 | |
| Total | 21 | 1,004.5 |
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