EFG CAPITAL ADVISORS INC.
CRD #112224 SEC #801-32497 MIAMI, FL 305-381-8340
SEC Registered Private Funds
Total AUM
$226.3M
Discretionary
$94.3M
Employees
8
Clients
--
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $226.3M | $94.3M | $132M | 8 | 0 |
| Mar 2017 | $911.3M | $692.5M | $218.8M | 10 | 400 |
| Nov 2016 | $1.3B | $1B | $266.1M | 20 | 400 |
| Mar 2016 | $1.3B | $1B | $266.1M | 20 | 400 |
| Dec 2015 | $1.7B | $1.4B | $337.5M | 29 | 400 |
| Aug 2015 | $1.7B | $1.4B | $337.5M | 29 | 400 |
| Mar 2015 | $2.2B | $1.4B | $771.8M | 29 | 400 |
| Dec 2014 | $1.6B | $1.4B | $134.5M | 29 | 300 |
| Mar 2014 | $1.2B | $1.1B | $134.5M | 30 | 300 |
| Sep 2013 | $1.3B | $1.2B | $124M | 33 | 300 |
| Sep 2013 | $1.3B | $1.2B | $124M | 33 | 300 |
| Aug 2013 | $1.3B | $1.2B | $124M | 32 | 300 |
| Jun 2013 | $1.3B | $1.2B | $124M | 32 | 300 |
| Apr 2013 | $1.3B | $1.2B | $120M | 29 | 300 |
| May 2012 | $1.4B | $1.3B | $111.5M | 11 | 300 |
| Mar 2012 | $1.4B | $1.3B | $110.9M | 11 | 300 |
| Dec 2011 | $1.7B | $1.6B | $121.8M | 11 | 300 |
| Mar 2011 | $1.7B | $1.6B | $121.8M | -- | -- |
| Mar 2010 | $2B | $2B | $0 | -- | -- |
| Mar 2009 | $2.1B | $2.1B | $0 | -- | -- |
| Feb 2009 | $2.2B | $2.2B | $0 | -- | -- |
| Apr 2007 | $2B | $2B | $0 | -- | -- |
| Mar 2007 | $2B | $2B | $0 | -- | -- |
| Jun 2005 | $702.9M | $702.9M | $0 | -- | -- |
| Apr 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Apr 2002 | $808.5M | $808.5M | $0 | -- | -- |
| Oct 2001 | $706.6M | $699.4M | $7.1M | -- | -- |
DateMar 2018
Total AUM$226.3M
Discretionary$94.3M
Non-Disc.$132M
Employees8
Clients0
DateMar 2017
Total AUM$911.3M
Discretionary$692.5M
Non-Disc.$218.8M
Employees10
Clients400
DateNov 2016
Total AUM$1.3B
Discretionary$1B
Non-Disc.$266.1M
Employees20
Clients400
DateMar 2016
Total AUM$1.3B
Discretionary$1B
Non-Disc.$266.1M
Employees20
Clients400
DateDec 2015
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$337.5M
Employees29
Clients400
DateAug 2015
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$337.5M
Employees29
Clients400
DateMar 2015
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$771.8M
Employees29
Clients400
DateDec 2014
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$134.5M
Employees29
Clients300
DateMar 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$134.5M
Employees30
Clients300
DateSep 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$124M
Employees33
Clients300
DateSep 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$124M
Employees33
Clients300
DateAug 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$124M
Employees32
Clients300
DateJun 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$124M
Employees32
Clients300
DateApr 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$120M
Employees29
Clients300
DateMay 2012
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$111.5M
Employees11
Clients300
DateMar 2012
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$110.9M
Employees11
Clients300
DateDec 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$121.8M
Employees11
Clients300
DateMar 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$121.8M
Employees--
Clients--
DateMar 2010
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$702.9M
Discretionary$702.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$808.5M
Discretionary$808.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$706.6M
Discretionary$699.4M
Non-Disc.$7.1M
Employees--
Clients--