Efm Investments & Advisory LLC
Efm Investments & Advisory LLC is an SEC-registered asset manager in Portland, OR with $680.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Efm Investments & Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339744, SEC 801-135239, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $680.0M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Portland, OR
- Employees
- 13
- Clients
- 9
- CRD
- 339744
- Ownership
- ARTHA CAPITAL LLC; CONCORD ADVISORY HOLDINGS LLC; VON HAGEN, BETTINA; BOLITOGLOSSA LLC; SWEENEY, CHRISTOPHER, JOHN
How much AUM does Efm Investments & Advisory LLC have?
Efm Investments & Advisory LLC reported $680.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Efm Investments & Advisory LLC?
Disclosed owners and executives of Efm Investments & Advisory LLC include ARTHA CAPITAL LLC, CONCORD ADVISORY HOLDINGS LLC, VON HAGEN, BETTINA, BOLITOGLOSSA LLC, SWEENEY, CHRISTOPHER, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.