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 |
| HF |
Pr03E |
2012-03-30
|
|
28.2 |
| HF |
Pr04A |
2012-03-30
|
|
2.8 |
| Other |
Pr05C |
2012-03-30
|
|
3.9 |
| Other |
Pr05D |
2012-03-30
|
|
0.9 |
| HF |
Pr05W |
2012-03-30
|
|
1.2 |
| HF |
Pr06I |
2012-03-30
|
|
12.8 |
| HF |
Pr06V |
2012-03-30
|
|
1.7 |
| HF |
Pr07B |
2012-03-30
|
|
19.5 |
| HF |
Pr07H |
2012-03-30
|
|
1.1 |
| Other |
Pr07I |
2012-03-30
|
|
11.4 |
| Other |
Pr07J |
2012-03-30
|
|
26.0 |
| Other |
Pr07K |
2012-03-30
|
|
3.1 |
| Other |
Pr07L |
2012-03-30
|
|
0.5 |
| HF |
Pr09B |
2012-03-30
|
|
15.3 |
| HF |
Pr09D |
2012-03-30
|
|
42.2 |
| HF |
Pr09G |
2012-03-30
|
|
61.5 |
| HF |
Pr09H |
2012-03-30
|
|
21.0 |
| HF |
Pr09N |
2012-03-30
|
|
24.2 |
| HF |
Pr09Q |
2012-03-30
|
|
10.8 |
| HF |
Pr09R |
2012-03-30
|
|
6.9 |
| HF |
Pr10A |
2012-03-30
|
|
5.2 |
| HF |
Pr12D |
2012-03-30
|
|
22.8 |
| HF |
Pr12E |
2012-03-30
|
|
25.4 |
| HF |
Pr12F |
2012-03-30
|
|
25.4 |
| HF |
Pr13D |
2012-03-30
|
|
1.2 |
| HF |
Pr29B |
2012-03-30
|
|
25.5 |
| HF |
Pr42A |
2012-03-30
|
|
18.1 |
| Other |
Pr46A |
2012-03-30
|
|
2.9 |
| HF |
Pr46C |
2012-03-30
|
|
5.2 |
| HF |
Pr52A |
2012-03-30
|
|
3.1 |
| HF |
Pr54A |
2012-03-30
|
|
74.5 |
| HF |
Pr55B |
2012-03-30
|
|
0.1 |
| Other |
Pr55C |
2012-03-30
|
|
2.1 |
| HF |
Pr55D |
2012-03-30
|
|
4.4 |
| HF |
Pr59A |
2012-03-30
|
|
0.0 |
| HF |
Pr59B |
2012-03-30
|
|
0.0 |
| HF |
Pr59C |
2012-03-30
|
|
0.0 |
| Other |
Pr68A |
2012-03-30
|
|
8.5 |
| HF |
Pr87A |
2012-03-30
|
|
26.6 |
| HF |
Pr87B |
2012-03-30
|
|
1.0 |
| HF |
Pr89A |
2012-03-30
|
|
4.2 |
| Other |
Pr90A |
2012-03-30
|
|
1.6 |
| Other |
Pr91A |
2012-03-30
|
|
1.2 |
| HF |
Pr93A |
2012-03-30
|
|
3.5 |
| HF |
Pr96A |
2012-03-30
|
|
15.8 |
| HF |
Pr99A |
2012-03-30
|
|
0.5 |
| Other |
Pr99B |
2012-03-30
|
|
0.3 |
| Other |
Pr99C |
2012-03-30
|
|
0.9 |
| 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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{"uid": 212557545, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
316180598