EFG Capital International
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 40118
- Registered since
- July 23, 1996
- Website
- www.efginternational.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8
Leonardo Borges
COOCRD 5637377

Cristina Ulvert
Chief Strategy OfficerCRD 5677245

Jacqueline Green
Independent ContractorCRD 7562026
Contacts
3 of 104Janet Rodriguez
Portfolio ManagerCRD 5768653
Rubens Ferraroni
DirectorCRD 6576564
Ana Maria De Bracamonte Galvez
Senior Vice President & DirectorCRD 3107367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$75.9M in ETFs
100%
$75.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $15.8M | 84,424 | 20.82% |
Location
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
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