Efm Investments & Advisory LLC
● SEC registered since 2026CRD 339744SEC# 801-135239Portland, OR
Ranks #3,494 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$680M
Fund GAV
$598.8M
Private funds
7
Employees
13
Accounts
9
Location
Portland, OR
Efm Investments & Advisory LLC assets under management
Efm Investments & Advisory LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2026. It reports $680 million in regulatory assets under management and employs 13 people. Efm Investments & Advisory LLC manages 7 private funds with combined gross assets of $598.8 million, including Olympic Rainforest Holdings LLC. By regulatory assets, it ranks 3,494 of 6,030 private fund managers.
Efm Investments & Advisory LLC private funds
7 funds · $598.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Olympic Rainforest Holdings LLC | Real Estate | $259.7M | — |
| Efm Fund 1 LLC | Real Estate | $73.2M | $250K |
| Efm Sojitz Forest Fund LLC | Real Estate | $70.2M | — |
| Efm Fund 3 LLC | Real Estate | $68.9M | $1.5M |
| Efm Fund 2 LLC | Real Estate | $50.9M | $1M |
| Efm Fund 4 LLC | Real Estate | $42.3M | $1.5M |
| Forest Partnership Holdings LLC | Real Estate | $33.5M | — |
Efm Investments & Advisory LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amrita Vatsal Control | Managing Director | 25-50% | 2021 |
| Artha Capital LLC Control | Shareholder | 25-50% | 2021 |
| Bettina Von Hagen Control | Chief Executive Officer | 50-75% | 2021 |
| Bolitoglossa LLC Control | Shareholder | 50-75% | 2021 |
| Christopher John Sweeney Control | Managing Director, Chief Compliance Officer And Chief Operating Officer | 10-25% | 2021 |
| Concord Advisory Holdings LLC Control | Shareholder | 10-25% | 2021 |
| Amrita Vatsal Control | Member | Over 75% | 2021 |
| Bettina Von Hagen Control | Member | Over 75% | 2021 |
| Christopher John Sweeney Control | Member | Over 75% | 2021 |
Frequently asked questions
How much does Efm Investments & Advisory LLC manage?
Efm Investments & Advisory LLC reports $680 million in regulatory assets under management on its Form ADV.
How many private funds does Efm Investments & Advisory LLC manage?
Efm Investments & Advisory LLC manages 7 private funds with combined gross assets of $598.8 million.
How many employees does Efm Investments & Advisory LLC have?
Efm Investments & Advisory LLC reports 13 employees.
Where is Efm Investments & Advisory LLC located?
Efm Investments & Advisory LLC is based in Portland, OR and has been SEC-registered since 2026.
Does Efm Investments & Advisory LLC disclose fund performance?
Efm Investments & Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 721 NW 9th Ave, Suite 230, Portland, OR 97209 |
| Phone | 503-467-0829 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$680M▲ 4%
Dec '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,306 advisers
AUM vs fund managersTop 58%
Larger than 42% of 6,030 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$680Mregulatory AUM
Discretionary $235.4MNon-discretionary $444.7M
Service providers
Auditor
Administrator