EFG Capital Advisors Inc
- Assets, Funds, Holdings
| EFG Capital Advisors Inc
|
| CRD # | 112224 |
| SEC # | 801-32497 |
| CIK # | |
| AUM |
|
| Employees |
8 (25% Investors, 12% Brokers)
|
| Phone | 305-381-8340 |
| Address | 701 Brickell Ave Ste 1350
Miami, FL 33131-2945 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($B)
|
|
|
| Type |
Form D Funds |
Date |
Sold ($M) |
AUM ($M) |
| HF |
Pr06N |
2013-04-01
|
|
1.7 |
| HF |
Pr12H |
2013-04-01
|
|
9.5 |
| Other |
Pr55E |
2013-04-01
|
|
0.5 |
| HF |
Pr00C |
2012-03-30
|
|
4.3 |
| HF |
Pr00D |
2012-03-30
|
|
3.8 |
| LF |
Pr00E |
2012-03-30
|
|
0.2 |
| HF |
Pr00F |
2012-03-30
|
|
0.0 |
| HF |
Pr01A |
2012-03-30
|
|
28.0 |
| HF |
Pr02A |
2012-03-30
|
|
0.3 |
| HF |
Pr02E |
2012-03-30
|
|
20.2 |
|
View All
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
128
|
0.2 |
| (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 |
0 |
0.0 |
| (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 |
128 |
0.2 |
| By Discretionary |
| Discretionary |
78 |
0.1 |
| Non-Discretionary |
50 |
0.1 |
| Total |
128 |
0.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
0.2 |
| Total |
128 |
0.2 |
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False
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