EFG Capital Advisors Inc

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Assets, Funds, Holdings

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EFG Capital Advisors Inc
CRD #112224
SEC #801-32497
CIK #
AUM
Employees 8 (25% Investors, 12% Brokers)
Fees
Minimum
Phone305-381-8340
Address701 Brickell Ave Ste 1350
Miami, FL 33131-2945
Source [IAPD] [Website]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
Type Form D Funds Date Sold AUM
HF PR06N 2013-04-01 1.7 M
HF PR12H 2013-04-01 9.5 M
Other PR55E 2013-04-01 0.5 M
HF PR00C 2012-03-30 4.3 M
HF PR00D 2012-03-30 3.8 M
LF PR00E 2012-03-30 0.2 M
HF PR00F 2012-03-30 0.0 M
HF PR01A 2012-03-30 28.0 M
HF PR02A 2012-03-30 0.3 M
HF PR02E 2012-03-30 20.2 M
HF PR03E 2012-03-30 28.2 M
HF PR04A 2012-03-30 2.8 M
Other PR05C 2012-03-30 3.9 M
Other PR05D 2012-03-30 0.9 M
HF PR05W 2012-03-30 1.2 M
HF PR06I 2012-03-30 12.8 M
HF PR06V 2012-03-30 1.7 M
HF PR07B 2012-03-30 19.5 M
HF PR07H 2012-03-30 1.1 M
Other PR07I 2012-03-30 11.4 M
Other PR07J 2012-03-30 26.0 M
Other PR07K 2012-03-30 3.1 M
Other PR07L 2012-03-30 0.5 M
HF PR09B 2012-03-30 15.3 M
HF PR09D 2012-03-30 42.2 M
HF PR09G 2012-03-30 61.5 M
HF PR09H 2012-03-30 21.0 M
HF PR09N 2012-03-30 24.2 M
HF PR09Q 2012-03-30 10.8 M
HF PR09R 2012-03-30 6.9 M
HF PR10A 2012-03-30 5.2 M
HF PR12D 2012-03-30 22.8 M
HF PR12E 2012-03-30 25.4 M
HF PR12F 2012-03-30 25.4 M
HF PR13D 2012-03-30 1.2 M
HF PR29B 2012-03-30 25.5 M
HF PR42A 2012-03-30 18.1 M
Other PR46A 2012-03-30 2.9 M
HF PR46C 2012-03-30 5.2 M
HF PR52A 2012-03-30 3.1 M
HF PR54A 2012-03-30 74.5 M
HF PR55B 2012-03-30 0.1 M
Other PR55C 2012-03-30 2.1 M
HF PR55D 2012-03-30 4.4 M
HF PR59A 2012-03-30 0.0 M
HF PR59B 2012-03-30 0.0 M
HF PR59C 2012-03-30 0.0 M
Other PR68A 2012-03-30 8.5 M
HF PR87A 2012-03-30 26.6 M
HF PR87B 2012-03-30 1.0 M
HF PR89A 2012-03-30 4.2 M
Other PR90A 2012-03-30 1.6 M
Other PR91A 2012-03-30 1.2 M
HF PR93A 2012-03-30 3.5 M
HF PR96A 2012-03-30 15.8 M
HF PR99A 2012-03-30 0.5 M
Other PR99B 2012-03-30 0.3 M
Other PR99C 2012-03-30 0.9 M
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
Discretionary AUM$1.4B
ServesInstitutional, Retail
Fund TypesHedge Fund
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