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| EFG Private Wealth Management Americas Corp
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|---|---|
| CRD # | 158905 |
| SEC # | 801-72773 |
| CIK # | 0001598340 |
| AUM | 2,301.7 M (2026-03-31) |
| Employees | 56 (45% Investors, 93% Brokers) |
| Phone | 305-482-8000 |
| Address | 701 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Facebook Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 0.1 |
| (b) Individuals (high net worth individuals) | 205 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.4 |
| (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 | 170 | 1.1 |
| (n) Other | 1 | 0.0 |
| Total | 696 | 2.3 |
| By Discretionary | ||
| Discretionary | 688 | 1.9 |
| Non-Discretionary | 8 | 0.4 |
| Total | 696 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 0.2 | |
| Total | 696 | 2.3 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Minnesota State Board of Investment | |
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001598340] | |
| 13F-NT | [0001598340] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.7B |
| Serves | Institutional, Retail |
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