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⚲
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| EFM Investments & Advisory LLC
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|
|
|---|---|
| CRD # | 339744 |
| SEC # | 801-135239 |
| CIK # | |
| AUM | $680.0 M (2026-03-31) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 503-467-0829 |
| Address | 721 NW 9th Ave Portland, OR 97209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | EFM Fund 1 LLC | 2025-12-24 | 73.2 | |
| RE | EFM Fund 2 LLC | 2025-12-24 | 50.9 | |
| RE | EFM Fund 3 LLC | 2025-12-24 | 68.9 | |
| RE | EFM Fund 4 LLC | 2025-12-24 | 42.3 | |
| RE | EFM Sojitz Forest Fund LLC | 2025-12-24 | 70.2 | |
| RE | Forest Partnership Holdings LLC | 2025-12-24 | 33.5 | |
| RE | Olympic Rainforest Holdings LLC | 2025-12-24 | 259.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 598.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 81.3 |
| Total | 9 | 680.0 |
| By Discretionary | ||
| Discretionary | 4 | 235.4 |
| Non-Discretionary | 5 | 444.7 |
| Total | 9 | 680.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 680.0 | |
| Total | 9 | 680.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hampshire Investment Management Company LLC
✚
|
NJ | 0.7 |
|
1 Seed Partners LLC
✚
|
IL | 0.7 |
|
DLJ Real Estate Capital Partners LLC
✚
|
NY | 0.7 |
|
Cayetano Development LLC
✚
|
TX | 0.7 |
|
RRA Investment Management LLC
✚
|
AZ | 0.7 |
|
LEM Capital LP
✚
|
PA | 0.7 |
|
Pender Capital Management LLC
✚
|
TX | 0.7 |
|
Arixa Management LLC
✚
|
CA | 0.6 |
|
KABR Management LLC
✚
|
NJ | 0.6 |
|
The Roxborough Group LLC
✚
|
CA | 0.6 |