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EFM Investments & Advisory
EFM Investments & Advisory LLC is an SEC-registered investment adviser in Portland, OR, registered since 2026. The firm manages $680 million in assets, $235...
Overview
EFM Investments & Advisory LLC is an SEC-registered investment adviser in Portland, OR, registered since 2026. The firm manages $680 million in assets, $235 million on a discretionary basis. It has 13 employees and 5 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Does EFM manage outside capital or act as an RIA?
No. EFM does not appear in SEC investment-adviser registration records and has no public marketing materials, pooled vehicle filings, or client-acquisition footprint. For allocators conducting manager searches, EFM is not an accessible counterparty — it is a private investment entity managing internal capital.
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