EFG Asset Management (North America) Corp

Overview

EFG Asset Management (North America) Corp is an institutional registered investment adviser that works primarily with institutional clients. The firm registered with the SEC in 2021 and is organized as a corporation with ownership split between a foreign entity and an individual. Its business model centers on fee-based portfolio management, charging a percentage of assets under management. Advisory work is focused on managing pooled investment vehicles and providing portfolio management services to businesses or other institutions. The firm does not report themselves as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator.

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