Allocator Index · CRD 339744

EFM INVESTMENTS & ADVISORY LLC

Portland, OR · 503-467-0829 · efmi.com/

SEC IAPD record ↗

Fit score

70

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • employees 3-60+8

HNW clients

Other individuals

HNW assets

Total AUM

$680.0M

Employees

13

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
OLYMPIC RAINFOREST HOLDINGS LLCReal Estate Fund$259.7M
EFM FUND 1 LLCReal Estate Fund$73.2M
EFM SOJITZ FOREST FUND LLCReal Estate Fund$70.2M
EFM FUND 3 LLCReal Estate Fund$68.9M
EFM FUND 2 LLCReal Estate Fund$50.9M
EFM FUND 4 LLCReal Estate Fund$42.3M
FOREST PARTNERSHIP HOLDINGS LLCReal Estate Fund$33.5M