# EFG Asset Management (North America)

EFG Asset Management (North America) is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/new-capital

## Regulatory record

- **CRD number:** 313103
- **SEC file number:** 801-120586
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313103

## About

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.

## 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.

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- [Meritor Capital](https://altss.com/profile/meritor-capital)
- [First Down Financial](https://altss.com/profile/first-down-financial)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/efg-asset-management-north-america-corp

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