EFG Capital International

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
112
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
40118
Registered since
July 23, 1996

Firm profile

FINTRX

Overview

EFG Capital International is a corporation that has been SEC-registered since 1996. Publicly available registry flags the firm as an unclassified advisory entity owned by a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged for ESG investing, multi-state advisory activity, pension consulting, or as a related adviser. Public disclosures about client types, fee structure, and detailed advisory activities are not provided. The firm's 13F record indicates active management of liquid public equities and ETFs rather than a broad suite of retail advisory services described in filings. That split between public holdings and limited disclosure about clients or AUM creates ambiguity about whether these positions represent discretionary client portfolios, proprietary positions, or assets managed through affiliated vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Leonardo Borges

    Leonardo Borges

    COOCRD 5637377

  • Cristina Ulvert

    Cristina Ulvert

    Chief Strategy OfficerCRD 5677245

  • Jacqueline Green

    Jacqueline Green

    Independent ContractorCRD 7562026

Unlock 5 more executives

Contacts

3 of 104
  • Janet Rodriguez

    Portfolio ManagerCRD 5768653

  • Rubens Ferraroni

    DirectorCRD 6576564

  • Ana Maria De Bracamonte Galvez

    Senior Vice President & DirectorCRD 3107367

Unlock 101 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$75.9M in ETFs

Passive

100%

$75.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$15.8M84,42420.82%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
701 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth