Efficient Capital Management LLC
Firm details
- Headquarters
- Warrenville, Illinois
- CRD number
- 287958
- Registered since
- October 5, 2017
- Website
- www.efficient.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles84.5%
- Investment Companies15.5%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Efficient Capital Management LLC is an SEC-registered hedge fund organized as an LLC and established in 2017. The firm targets institutional clientele and conducts business as a commodity pool operator / commodity trading advisor (CPO/CTA). Its advisory mandate includes portfolio management for registered investment companies and pooled investment vehicles, and its compensation model combines a percentage-of-assets fee with performance-based fees (plus other fee elements). The firm identifies itself as an active ESG investor. Ownership is recorded as a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Warrenville, IL
Du Page
Location
Warrenville, IL
Headquartered in Warrenville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 4355 Weaver Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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