EFG Capital Advisors Inc
- Assets, Funds, Holdings
| EFG Capital Advisors Inc
|
| CRD # | 112224 |
| SEC # | 801-32497 |
| CIK # | |
| AUM |
|
| Employees |
8 (25% Investors, 12% Brokers)
|
| Fees | |
| Minimum |
|
| 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 |
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 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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False
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