EFFICIENT CAPITAL MANAGEMENT LLC
CRD #287958 SEC #801-111824 WARRENVILLE, IL 630-657-6800
SEC Registered Private Funds
Total AUM
$913.9M
Discretionary
$913.9M
Employees
29
Clients
--
Accounts
13
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
- LEI
- 549300ZVQHHF254YW908
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, DONNA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | Control |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | Control |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | Control |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | Control |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | Control |
| BRADSHAW, CURTIS, W | I | MANAGING DIRECTOR | NA | Control |
| BRADSHAW, CURTIS, WAYNE | I | PRESIDENT | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| BUCKINGHAM, MILTON, KELLOGG | I | GENERAL COUNSEL | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, RONALD, LESLIE | I | CHIEF OPERATING OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIELD, JAMES, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | MANAGER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| JAFFARIAN, ERNEST, LEE | I | FOUNDER AND CHAIRMAN | NA | Control |
| KREGOR, KAREN, LYNN | I | HEAD OF FUND ADMINISTRATION | NA | Control |
| KREGOR, KAREN, LYNN | I | HEAD OF FUND ADMINISTRATION | NA | Control |
| Levin, Scott, Benjamin | I | HEAD OF FINANCE | NA | Control |
| Levin, Scott, Benjamin | I | HEAD OF FINANCE | NA | Control |
| Levin, Scott, Benjamin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Levin, Scott, Benjamin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARCEY, MICHAEL, ROY | I | MANAGING DIRECTOR, STRATEGIC DEVELOPMENT | NA | Control |
| MARCEY, MICHAEL, ROY | I | MANAGING DIRECTOR, STRATEGIC DEVELOPMENT | NA | Control |
| MARCEY, MICHAEL, ROY | I | MANAGING DIRECTOR, STRATEGIC DEVELOPMENT | NA | Control |
| MARCEY, MICHAEL, ROY | I | MANAGING DIRECTOR, STRATEGIC DEVELOPMENT | NA | Control |
| MARTINSON, CHAD, RICHARD | I | MANAGING DIRECTOR, INVESTMENTS | NA | Control |
| MARTINSON, CHAD, RICHARD | I | MANAGING DIRECTOR, INVESTMENTS | NA | Control |
| MARTINSON, CHAD, RICHARD | I | MANAGING DIRECTOR, INVESTMENTS | NA | Control |
| MARTINSON, CHAD, RICHARD | I | MANAGING DIRECTOR, INVESTMENTS | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MARTINSON, CHAD, RICHARD | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER | NA | Control |
| MOLYBOGA, MARAT | I | CHIEF RISK OFFICER, DIRECTOR OF RESEARCH | NA | Control |
| Mathew, Vinod, Kuruvilla | I | DIRECTOR, FUND ADMINISTRATION | NA | Control |
| Mathew, Vinod, Kuruvilla | I | DIRECTOR, FUND ADMINISTRATION | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR, PORTFOLIO STRATEGY | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR, PORTFOLIO STRATEGY | NA | Control |
| Meksi, Lorent | I | MANAGING DIRECTOR, PORTFOLIO STRATEGY | NA | Control |
| Meksi, Lorent | I | DEPUTY CHIEF INVESTMENT OFFICER | NA | Control |
| Springer, Barton, Joel | I | GENERAL COUNSEL | NA | Control |
| Springer, Barton, Joel | I | GENERAL COUNSEL | NA | Control |
| Springer, Barton, Joel | I | GENERAL COUNSEL | NA | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | COMPANY | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| EFFICIENT CAPITAL HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN MANAGEMENT COMPANY LLC | DE | EFFICIENT CAPITAL HOLDINGS LLC | D | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, ERNEST, LEE | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
| JAFFARIAN, TRULA, MADSEN | I | JAFFARIAN MANAGEMENT COMPANY LLC | C | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
IL
Address
4355 WEAVER PARKWAYSUITE 200
WARRENVILLE, IL 60555-4060
United States
Phone: 630-657-6800