EFM Investments & Advisory LLC
SEC RegisteredClimate-smart forest management
About the firm
EFM is an investment and management firm that acquires forests and implements climate-smart strategies in the Pacific Northwest and beyond. EFM delivers climate-smart forest management through a combination of in-house expertise, regional partners, and specialized contractors, combining timber production with revenues from carbon sequestration, conservation, recreation and biodiversity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
EFM provides forestland investment opportunities through private equity funds and separately managed accounts, offering climate-smart forestry strategies including FSC-certified forest management, carbon sequestration projects, biodiversity and ecosystem services, and separately managed accounts.
Who they serve
Real asset investors seeking forestland investment opportunities
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $599M |
Office locations
Regulatory & compliance
Data as of March 31, 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. EFM Investments & Advisory 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.
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