EFG Capital International
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 40118
- Registered since
- July 23, 1996
- Website
- www.efginternational.com
Firm profile
FINTRXOverview
EFG Capital International is a corporation that has been SEC-registered since 1996. The firm is privately held by a domestic entity and individual ownership interests. Publicly reported descriptors list the adviser classification as unclassified; it does not identify as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm is not identified as an active ESG investor and is not newly formed. The firm has provided minimal detail about its advisory activities, fee schedule, or client segments in the available data set. There is no public description of specialization areas, target client profiles, or service lines beyond the basic corporate and registration attributes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9Moises Valladares-torres
Chief Compliance OfficerCRD 5011784

Leonardo Borges
COOCRD 5637377

Cristina Ulvert
Chief Strategy OfficerCRD 5677245
Contacts
3 of 105Janet Rodriguez
Portfolio ManagerCRD 5768653
Rubens Ferraroni
DirectorCRD 6576564
Ana Maria De Bracamonte Galvez
Senior Vice President & DirectorCRD 3107367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$75.9M in ETFs
100%
$75.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $15.8M | 84,424 | 20.82% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 701 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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