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| Happy Holidays!! thanks for using AUM13F!! |
| Efficient Capital Management LLC
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| CRD # | 287958 |
| SEC # | 801-111824 |
| CIK # | |
| AUM | $913.9 M (2025-03-25) |
| Employees | 29 (48% Investors, 0% Brokers) |
| Phone | 630-657-6800 |
| Address | 4355 Weaver Parkway Warrenville, IL 60555-4060 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Efficient US Funds LLC - Gemstone-Enhanced Multi-Asset Series | [2024-03-28] | 30.5 | 199.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 913.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 913.9 |
| By Discretionary | ||
| Discretionary | 13 | 913.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 913.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 650.0 | |
| United States Persons | 263.8 | |
| Total | 13 | 913.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ernest Jaffarian | 10 | ||
| Efficient Capital Management LLC | 8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Biglari Capital LLC
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|
TX | 0.9 |
|
Atika Capital Management LLC
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|
NY | 0.9 |
|
Rudius Management LP
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|
NY | 0.9 |
|
Deccan Value Investors LP
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|
CT | 0.9 |
|
Wishbone Management LP
✚
|
IL | 0.9 |
|
Habrok Capital Management LLP
✚
|
0.9 | |
|
Alpstone Capital Suisse Sa
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|
0.9 | |
|
Cello Capital Management LP
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|
NY | 0.9 |
|
Tremblant Capital LP
✚
|
FL | 0.9 |
|
Sirios Capital Management LP
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|
MA | 0.9 |