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Efm Investments & Advisory LLC

● SEC registered since 2026CRD 339744SEC# 801-135239Portland, OR
Export (members)
Ranks #3,222 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$653.2M
Fund GAV
$579.5M
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 $653.2 million in regulatory assets under management and employs 13 people. Efm Investments & Advisory LLC manages 7 private funds with combined gross assets of $579.5 million, including Olympic Rainforest Holdings LLC. By regulatory assets, it ranks 3,222 of 5,911 private fund managers.

Efm Investments & Advisory LLC private funds

7 funds · $579.5M GAV
FundTypeGross assetsMin.
Olympic Rainforest Holdings LLCReal Estate$253.1M
Efm Sojitz Forest Fund LLCReal Estate$70.2M
Efm Fund 1 LLCReal Estate$69M$250K
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Efm Investments & Advisory LLC owners & executives

9 reported
NameTitleOwnershipSince
Amrita Vatsal ControlManaging Director25-50%2021
Artha Capital LLC ControlShareholder25-50%2021
Bettina Von Hagen ControlChief Executive Officer50-75%2021
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Frequently asked questions

How much does Efm Investments & Advisory LLC manage?

Efm Investments & Advisory LLC reports $653.2 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 $579.5 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

Address721 NW 9th Ave, Suite 230, Portland, OR 97209
Phone503-467-0829
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$224M
Non-discretionary$429.2M
Total (RAUM)$653.2M

Service providers

Administrator