The EFG GROUP is a privately held investment adviser that advises $9.02Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. EFG GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 209.32% over the last 5-years.
The Group has been registered with the SEC for 37.92 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 701 BRICKELL AVENUE SUITE 1310, MIAMI, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 10 US and Non-US bodies.
They have 61 employees comprised of 29 investment and 32 non-investment staff. The total number of Employees increased by 144% over the last 5-years.
Their $9.02Bn in assets advised are owned by 3 private funds, 34 public funds and BDCs and 171 other accounts. Assets of Investment Companies (IC) clients own $5.91Bn or 65.54% of Total Assets and Corporations or Other Businesses own $1.11Bn or 12.26% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 39.96%, 34.22% and 25.81% of total assets, respectively.
They advise 6 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
EFG GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.