EFM INVESTMENTS & ADVISORY LLC
Portland, United States · CRD 339744
SEC-registered investment adviser since 2026 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$680.0m
- Main clients (by assets)Private funds 88%
- Private funds7 · $598.8m gross assets
- Websiteefmi.com
- Form ADV · 2026-03-31SEC adviser record
- Kindreal estate, futures
- Others nearbyPortland, OR
As an employer
- Staff (Form ADV)13 · 5 in investment roles
- Offices in1 country
- Private fundsreal estate 7