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EFFICIENT CAPITAL MANAGEMENT LLC

CRD 287958 · SEC 801-111824

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4355 WEAVER PARKWAY, SUITE 200, WARRENVILLE, IL, 60555-4060, United States

Phone

630-657-6800

Fax

630-657-6686

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.16B

Discretionary AUM

$1.16B

Team

29 total employees; 13 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; ADVISORY FEES SHARED WITH CERTAIN ADVISORS.

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Investment companies1$179.3M
Pooled investment vehicles12$977.2M

States served

IL

All web addresses on file

Official SEC filing: View on IAPD