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EFFICIENT CAPITAL MANAGEMENT LLC

Business and Investment Profile

The EFFICIENT CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $1.16Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. EFFICIENT CAPITAL MANAGEMENT LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 39.77% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 8.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4355 WEAVER PARKWAY SUITE 200, WARRENVILLE, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 29 employees comprised of 13 investment and 16 non-investment staff. The total number of Employees increased by 16% over the last 5-years.

Asset Profile

Their $1.16Bn in assets advised are owned by 12 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $977.24mn or 84.5% of Total Assets and Investment Companies (IC) own $179.28mn or 15.5% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

EFFICIENT CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: EFFICIENT CAPITAL MANAGEMENT LLC

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Keywords: Efficient Capital Management, Efficient
Generated 2026-09-12T06:49:22.0108701.  © 2026 Convergence.