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)
Phone305-381-8340
Address701 Brickell Ave Ste 1350
Miami, FL 33131-2945
Source [IAPD] [Website]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
Type Form D Funds Date Sold ($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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