Efg Asset Management (north America) Corp.
EFG Asset Management (North America) Corp. is the U.S. investment advisory arm of EFG International, headquartered in Portland, Oregon. The firm is SEC registered and forms part of EFG's global wealth and asset management network. It primarily serves pooled investment vehicles and non-U.S. persons, providing discretionary investment management. The North America arm was incorporated in Oregon and is focused on delivering specialized asset management services to institutional clients. As of early 2025, the firm manages around $700 million in assets and employs approximately 7-8 professionals, about half of whom are investment staff.
Investment Strategy
EFG Asset Management (North America) Corp. provides discretionary investment management services, primarily to pooled investment vehicles and institutional clients, with a strategy focused on global equities including major large-cap technology names. The firm manages diversified portfolios, primarily for non-U.S. persons, and leverages the broader EFG International group’s research and global market expertise. Holdings typically reflect a conviction-led, bottom-up selection in sectors like technology, health care, and consumer discretionary goods.
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.26% | $23.0M | 145,995 | $48.47 | $157.99 | +$7.0M |
A AMZN | AMAZON COM INC | 2.67% | $18.9M | 86,222 | $172.84 | $219.39 | +$2.9M |
G GOOGL | ALPHABET INC | 2.46% | $17.4M | 98,718 | $146.17 | $176.23 | +$2.5M |
M META | META PLATFORMS INC | 2.37% | $16.7M | 22,680 | $357.46 | $738.09 | +$3.2M |
A AVGO | BROADCOM INC | 1.71% | $12.1M | 43,866 | $102.55 | $275.65 | +$3.8M |