Updated:
EFG Asset Management (North America)
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is an SEC-registered investment adviser in PORTLAND, OR, registered since 2021. The firm manages $809 million in...
EFG Asset Management (North America)
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is an SEC-registered investment adviser in PORTLAND, OR, registered since 2021. The firm manages $809 million in assets, with $806 million on a discretionary basis. It has 5 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Frequently asked questions
How is EFG Asset Management (North America) related to EFG International?
EFG Asset Management (North America) is a wholly owned subsidiary of EFG International, the Swiss private banking group. The parent company provides regulatory oversight, balance sheet support, and global distribution. The North American unit operates as a distinct regional asset management division.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: