EFG Asset Management (North America) Corp.

Portland, OR · CIK 1911412 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · corporation

Assets managed$808.9m
Staff5 · 4 in investment roles
Main clients (by assets)Private funds 100%
Form ADV · 2026-03-31SEC adviser record

Legal entityEFG ASSET MANAGEMENT (NORTH AMERICA) CORP. (US)

Kindinstitutions, FCA fund manager, bank or insurer
Others nearbyMiami, FL, Portland, OR, Luxembourg, Zürich, Oakland, CA, London
FamilyEFG International AG · 6 related pages · largest: EFG International AG

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Portland, OR (main office)United States	United States	about 2
Oakland, CAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.