# EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 313103
- Type: SEC-registered investment adviser
- SEC file number: 801-120586
- Location: 1211 SW 5TH AVE SUITE 2840, PORTLAND, OR, 97204
- Phone: 503-889-5210
- Latest filing: 2026-03-31
- Regulatory AUM: $808.9M
- Discretionary AUM: $806.1M
- Non-discretionary AUM: $2.9M
- Clients: 5
- Accounts: 15

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Eric Joseph Kleinschmidt | CHIEF COMPLIANCE OFFICER | — |
| Keri F Wong | CHIEF OPERATING OFFICER | — |
| Michael David Clulow | CHIEF EXECUTIVE OFFICER | — |
| KLOTTER DONALD JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| GONZALEZ STAWINSKI CARLOS JAVIER | CHIEF COMPLIANCE OFFICER | — |
| MEYER AMANDA ANDERSON | OFFICER | — |
| KLEINSCHMIDT ERIC JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| WONG KERI F | CHIEF OPERATING OFFICER | — |
| CLULOW MICHAEL DAVID | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313103/similar
- Related entities: https://search.stillhousedata.com/firm/313103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313103

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.