EFFICIENT CAPITAL MANAGEMENT LLC
SEC RegisteredExperience. Drive. Passion.
About the firm
Efficient Capital exists to maximize the unique benefits of Managed Futures for institutions and individuals around the world. The firm offers multi-manager managed futures solutions with 25+ years of experience, providing access to 30+ managers across 200+ global markets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-manager managed futures investment solutions including Efficient Diversified (flagship multi-manager strategy), Focused Solutions (Diversified Trend Plus, Pure Trend, Trend, Absolute Return), a publicly registered '40 Act mutual fund, and custom solutions for large investors.
Who they serve
Financial advisors, individual investors, U.S. institutional and retail investors, and large sophisticated institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 12 | $977M |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EFFICIENT CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched