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EFG Asset Management (North America) Corp. Info

EFG Asset Management (North America) Corp. info

EFG Asset Management (North America) Corp. (SEC CIK 1911412) first filed with the SEC on 2022-02-18 (Form 13F-HR) and has filed 22 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in OR and registered at 1211 SW FIFTH AVENUE, SUITE 2840, PORTLAND, OR, 97204.

  • Name: Value EFG Asset Management (North America) Corp..
  • SEC CIK: Value 1911412.
  • State of organization: Value OR.
  • Business address: Value 1211 SW FIFTH AVENUE, SUITE 2840, PORTLAND, OR, 97204.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameEFG Asset Management (North America) Corp.
SEC CIK1911412
State of organizationOR
Business address1211 SW FIFTH AVENUE, SUITE 2840, PORTLAND, OR, 97204
Mailing address1211 SW FIFTH AVENUE, SUITE 2840, PORTLAND, OR, 97204
Phone503 889-5220
Fiscal year endDecember 21
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-02-18 (Form 13F-HR)
Latest SEC filing2026-08-28 (Form N-PX)
Filings on EDGAR22
First Form 13F-HR2022-02-18 (quarter ended 2021-12-31)
Latest Form 13F-HR2025-11-03 (quarter ended 2025-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162025-11-03
N-PX32026-08-28
13F-NT32026-08-14

Filings by Year

YearFilingsForm 13F-HR
202640
202554
202454
202344
202244

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