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EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103File 801-120586
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$808.9M
Above cohort median (national)
Discretionary AUM
$806.1M
Non-discretionary $2.9M
Clients
4
15 accounts
Employees
5
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 22, 2021
- Principal office
- 1211 SW 5TH AVE SUITE 2840, PORTLAND, OR, 97204
- Phone
- 503-889-5210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $808.9M
- Discretionary AUM
- $806.1M
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 3
- Non-discretionary accounts
- 12
- Total accounts
- 15
- AUM per client
- $202.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $2.9M |
| Pooled investment vehicles | 3 | $806.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.