EMFO, LLC

HTTP://EMERALDFAMILYOFFICE.COM WESTON, FL Investment Advisor How do I update this listing?

Emfo is based out of Weston. Emfo is a large advisory firm with 59 clients and discretionary assets under management (AUM) of $224,066,215 (Form ADV from 2021-07-20). Their last reported 13F filing for Q2 2021 included $114,341,000 in managed 13F securities and a top 10 holdings concentration of 30.23%. Emfo's largest holding is Ares Capital Corp with shares held of 441,678. Whalewisdom has at least 1 13F filings

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06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 1.87%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CORBYN INVESTMENT MANAGEMENT INC/MD
LORD, ABBETT CO. LLC
MARSHFIELD ASSOCIATES

View Last Form Adv Compilation Report on Record

EMFO, LLC
2700 SOUTH COMMERCE PARKWAY SUITE 100
WESTON FL    33331
Country: United States

Business Phone: 954-385-9624
Fax: 954-828-0523
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,PROJECT FEES/FAMILY OFFICE SERVICES
Amount of client funds and securities: 153,687,000
Total Number of Clients: 59
Amount of client funds and securities by related persons: 153,687,000
Total Number of clients from related persons: 63
Disclosures:
Data above was derived from SEC filings.

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