Investment adviser · CRD 145208

EFG CAPITAL ADVISORS LLC

Investment adviser filing (IA)

MIAMI, FL, United States · Form ADV filed Mar 28, 2014

Regulatory AUM
$48.2M
Form ADV · Item 5.F
Client accounts
113
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

701 BRICKELL AVENUE, 9TH FLOOR
MIAMI, FL, 33131, United States

CRD 145208

Filing source

Form ADV 810994 · Mar 28, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.