| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Efficient U.S. Funds, LLC - Gemstone-Enhanced Multi-Asset Series | Hedge | $199.2M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Richard Martinson Control | Chief Executive Officer, Chief Investment Officer | Under 5% | 2024 |
| Curtis Wayne Bradshaw Control | President | Under 5% | 2024 |
| Donna Marie Allen Control | Chief Compliance Officer | Under 5% | 2005 |
Efficient Capital Management LLC reports $913.9 million in regulatory assets under management on its Form ADV.
Efficient Capital Management LLC manages 1 private funds with combined gross assets of $199.2 million.
Efficient Capital Management LLC reports 29 employees.
Efficient Capital Management LLC is based in Warrenville, IL and has been SEC-registered since 2017.
Efficient Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4355 Weaver Parkway, Suite 200, Warrenville, IL 60555-4060 |
| Phone | 630-657-6800 |
| Fax | 630-657-6686 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $913.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $913.9M |