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| EFG Asset Management Americas Corp
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| CRD # | 158905 |
| SEC # | 801-72773 |
| CIK # | 0001598340 |
| AUM | $1.9 B (2025-03-31) |
| Employees | 44 (48% Investors, 91% Brokers) |
| Phone | 305-482-8000 |
| Address | 701 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001598340 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 28.7 | ||
| Nvidia Corp | 21.8 | ||
| Amazon Com Inc | 18.0 | ||
| J P Morgan Chase & Co | 16.2 | ||
| Broadcom Inc | 13.5 | ||
| Mastercard Inc | 12.3 | ||
| Apple Inc | 10.5 | ||
| CME Group Inc | 10.4 | ||
| Netflix Inc | 10.2 | ||
| Facebook Inc | 10.1 | ||
| iShares Comex Gold Trust | 9.7 | ||
| Intuit Inc | 8.8 | ||
| Alphabet Inc | 8.4 | ||
| Danaher Corp /DE/ | 7.6 | ||
| Crown Castle International Corp | 7.4 | ||
| MSCI Inc | 7.1 | ||
| Union Pacific Corp | 7.1 | ||
| McDonalds Corp | 7.0 | ||
| ServiceNow Inc | 7.0 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 6.7 | ||
| McGraw-hill Companies Inc | 6.1 | ||
| Wal Mart Stores Inc | 5.9 | ||
| Qualcomm Inc/DE | 5.9 | ||
| Verisk Analytics Inc | 5.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 60.5 |
| (b) Individuals (high net worth individuals) | 182 | 811.4 |
| (c) Banking or thrift institutions | 0 | 364.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.4 |
| (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 | 144 | 673.3 |
| (n) Other | 0 | 1.4 |
| Total | 678 | 1,915.4 |
| By Discretionary | ||
| Discretionary | 675 | 1,747.0 |
| Non-Discretionary | 3 | 168.4 |
| Total | 678 | 1,915.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,871.7 | |
| United States Persons | 43.7 | |
| Total | 678 | 1,915.4 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Minnesota State Board of Investment | |
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001598340] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbion Limited
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|
1.9 | |
|
Neville Rodie & Shaw Inc
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|
NY | 1.9 |
|
Nadler Financial Group Inc
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IL | 1.9 |
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Earned Wealth Advisors LLC
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CA | 1.9 |
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Moneco Advisors LLC
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CT | 1.9 |
|
Heritage Investment Group Inc
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FL | 1.9 |
|
Reinhart Partners LLC
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|
WI | 1.9 |
|
The Wealth Alliance LLC
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|
NY | 1.9 |
|
Claret Asset Management Corp
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|
1.9 | |
|
Beaird Harris Wealth Management LLC
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|
TX | 1.9 |