Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
EFM INVESTMENTS & ADVISORY LLC
Economics
Client mix
| Pooled Investment Vehicles | 7 |
| Other | 2 |
Operations
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
PORTLAND OR
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees
Filings
Latest ADV filing
03/31/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
BOLITOGLOSSA LLC
Control Persons
BOLITOGLOSSA LLC
VON HAGEN, BETTINA
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain Creation Date
1999-04-01T05:00:00Z
Rdap Registrar
Tucows Domains Inc.
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Domain Expiration Date
2027-04-01T04:00:00Z
Rdap Domain Last Changed
2026-03-31T08:58:24Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes
