EFG CAPITAL ASSET MANAGEMENT LLC
CRD #145208 SEC #801-68609 MIAMI, FL 305-482-8000
SEC Registered
Total AUM
$372.9M
Discretionary
$85.9M
Employees
11
Clients
0
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $48.2M | $48.2M | $0 | 5 | 113 |
| Apr 2013 | $282.5M | $53.2M | $229.3M | 36 | 200 |
| Apr 2013 | $282.5M | $53.2M | $229.3M | 36 | 200 |
| Mar 2013 | $282.5M | $53.2M | $229.3M | 36 | 200 |
| Sep 2012 | $372.9M | $85.9M | $287M | 11 | 300 |
| May 2012 | $372.9M | $85.9M | $287M | 11 | 300 |
| Mar 2012 | $372.9M | $85.9M | $287M | 11 | 300 |
| Jun 2011 | $1.5B | $677.2M | $802.9M | -- | -- |
| Apr 2011 | $1.5B | $677.2M | $802.9M | -- | -- |
| Mar 2011 | $1.5B | $677.2M | $802.9M | -- | -- |
| Dec 2010 | $1.7B | $383.3M | $1.3B | 51 | -- |
| Oct 2010 | $1.7B | $383.3M | $1.3B | 51 | -- |
| Sep 2010 | $1.7B | $383.3M | $1.3B | 51 | -- |
| Mar 2009 | $172M | $172M | $73 | -- | -- |
| Feb 2009 | $176.5M | $176.5M | $0 | 10 | -- |
| Jan 2008 | $99.7M | $99.7M | $0 | 5 | -- |
| Nov 2007 | $99.7M | $99.7M | $0 | 5 | -- |
DateMar 2014
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients113
DateApr 2013
Total AUM$282.5M
Discretionary$53.2M
Non-Disc.$229.3M
Employees36
Clients200
DateApr 2013
Total AUM$282.5M
Discretionary$53.2M
Non-Disc.$229.3M
Employees36
Clients200
DateMar 2013
Total AUM$282.5M
Discretionary$53.2M
Non-Disc.$229.3M
Employees36
Clients200
DateSep 2012
Total AUM$372.9M
Discretionary$85.9M
Non-Disc.$287M
Employees11
Clients300
DateMay 2012
Total AUM$372.9M
Discretionary$85.9M
Non-Disc.$287M
Employees11
Clients300
DateMar 2012
Total AUM$372.9M
Discretionary$85.9M
Non-Disc.$287M
Employees11
Clients300
DateJun 2011
Total AUM$1.5B
Discretionary$677.2M
Non-Disc.$802.9M
Employees--
Clients--
DateApr 2011
Total AUM$1.5B
Discretionary$677.2M
Non-Disc.$802.9M
Employees--
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$677.2M
Non-Disc.$802.9M
Employees--
Clients--
DateDec 2010
Total AUM$1.7B
Discretionary$383.3M
Non-Disc.$1.3B
Employees51
Clients--
DateOct 2010
Total AUM$1.7B
Discretionary$383.3M
Non-Disc.$1.3B
Employees51
Clients--
DateSep 2010
Total AUM$1.7B
Discretionary$383.3M
Non-Disc.$1.3B
Employees51
Clients--
DateMar 2009
Total AUM$172M
Discretionary$172M
Non-Disc.$73
Employees--
Clients--
DateFeb 2009
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$99.7M
Discretionary$99.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$99.7M
Discretionary$99.7M
Non-Disc.$0
Employees5
Clients--