EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Overview

EFG Asset Management (North America) Corp is an institutional-focused adviser that runs portfolio management mandates for pooled investment vehicles and for businesses or institutions. The firm is structured as a corporation and uses a percentage-of-AUM fee model. Its regulatory profile indicates it is not an ESG-driven investor, not a multi-state adviser, and does not act as a pension consultant or related adviser. Ownership is split between a foreign entity and an individual. Investment activity centers on public equities, with a documented preference for exchange-traded exposures within managed accounts. The firm’s public filings show a concentrated equity footprint on its 13F schedule, while its advisory scope—managing pooled vehicles and institutional mandates—permits allocations into private placements as an alternative sleeve. EFG does not self-identify as a capital allocator; instead it appears to implement mandates through direct equity positions and selective third-party alternative commitments.

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Public Holdings

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Location & Offices