EFG ASSET MANAGEMENT (AMERICAS) CORP.
CRD #158905 SEC #801-72773 MIAMI, FL 305-482-8000
SEC Registered
Total AUM
$1.9B
Discretionary
$1.7B
Employees
44
Clients
--
Accounts
678
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.9B | $1.7B | $168.4M | 44 | 0 |
| Oct 2025 | $1.9B | $1.7B | $168.4M | 44 | 0 |
| Mar 2025 | $1.9B | $1.7B | $168.4M | 44 | 0 |
| Jan 2025 | $1.5B | $1.4B | $108.3M | 11 | 0 |
| Nov 2024 | $1.5B | $1.4B | $108.3M | 11 | 0 |
| Nov 2024 | $1.5B | $1.4B | $108.3M | 11 | 0 |
| Aug 2024 | $1.5B | $1.4B | $108.3M | 11 | 0 |
| May 2024 | $1.5B | $1.4B | $108.3M | 11 | 0 |
| Mar 2024 | $1.5B | $1.4B | $108.3M | 11 | 0 |
| Oct 2023 | $1.5B | $1.5B | $0 | 11 | 0 |
| Jul 2023 | $1.5B | $1.5B | $0 | 11 | 0 |
| May 2023 | $1.5B | $1.5B | $0 | 11 | 0 |
| Apr 2023 | $1.5B | $1.5B | $0 | 11 | 1 |
| Mar 2023 | $1.5B | $1.5B | $0 | 11 | 1 |
| Jan 2023 | $1.9B | $1.9B | $0 | 9 | 1 |
| Dec 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Dec 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Nov 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Nov 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Aug 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Jun 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Apr 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Mar 2022 | $1.9B | $1.9B | $0 | 9 | 1 |
| Jan 2022 | $1.7B | $1.7B | $0 | 18 | 0 |
| Oct 2021 | $1.7B | $1.7B | $0 | 18 | 0 |
| Jun 2021 | $1.7B | $1.7B | $0 | 18 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 18 | 0 |
| Dec 2020 | $1.6B | $1.6B | $0 | 18 | 0 |
| Jun 2020 | $1.6B | $1.6B | $0 | 18 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 18 | 0 |
| Oct 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Oct 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| May 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| May 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Apr 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Feb 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Jan 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Mar 2018 | $1.5B | $1.5B | $0 | 17 | 0 |
| Mar 2017 | $961.5M | $961.5M | $0 | 17 | 600 |
| Nov 2016 | $1.4B | $1.4B | $0 | 14 | 600 |
| Mar 2016 | $1.4B | $1.4B | $0 | 14 | 600 |
| Jul 2015 | $1.6B | $1.6B | $0 | 11 | 500 |
| Mar 2015 | $1.6B | $1.6B | $0 | 11 | 500 |
| Nov 2014 | $1.7B | $1.7B | $0 | 9 | 500 |
| Mar 2014 | $1B | $843M | $205.5M | 12 | 440 |
| Jul 2013 | $773.3M | $712.7M | $60.6M | 13 | 400 |
| Apr 2013 | $702M | $642.8M | $59.2M | 13 | 400 |
| Apr 2013 | $702M | $642.8M | $59.2M | 13 | 400 |
| Mar 2013 | $701.3M | $642.1M | $59.2M | 13 | 400 |
| Sep 2012 | $624.1M | $624.1M | $0 | 11 | 300 |
| May 2012 | $508.3M | $508.3M | $0 | 11 | 300 |
| Mar 2012 | $508.3M | $508.3M | $0 | 11 | 300 |
DateDec 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$168.4M
Employees44
Clients0
DateOct 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$168.4M
Employees44
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$168.4M
Employees44
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$108.3M
Employees11
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$108.3M
Employees11
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$108.3M
Employees11
Clients0
DateAug 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$108.3M
Employees11
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$108.3M
Employees11
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$108.3M
Employees11
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1
DateJan 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateDec 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateDec 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateNov 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateNov 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateAug 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateApr 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees9
Clients1
DateJan 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients0
DateOct 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients0
DateJun 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients0
DateDec 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateOct 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateFeb 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateJan 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$961.5M
Discretionary$961.5M
Non-Disc.$0
Employees17
Clients600
DateNov 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients600
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients600
DateJul 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients500
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients500
DateNov 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$1B
Discretionary$843M
Non-Disc.$205.5M
Employees12
Clients440
DateJul 2013
Total AUM$773.3M
Discretionary$712.7M
Non-Disc.$60.6M
Employees13
Clients400
DateApr 2013
Total AUM$702M
Discretionary$642.8M
Non-Disc.$59.2M
Employees13
Clients400
DateApr 2013
Total AUM$702M
Discretionary$642.8M
Non-Disc.$59.2M
Employees13
Clients400
DateMar 2013
Total AUM$701.3M
Discretionary$642.1M
Non-Disc.$59.2M
Employees13
Clients400
DateSep 2012
Total AUM$624.1M
Discretionary$624.1M
Non-Disc.$0
Employees11
Clients300
DateMay 2012
Total AUM$508.3M
Discretionary$508.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$508.3M
Discretionary$508.3M
Non-Disc.$0
Employees11
Clients300