EFS ASSET MANAGEMENT LLC other names

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Adviser Profile

As of Date:

03/25/2024

Adviser Type:

- Mid-sized advisory firm

Number of Employees:

3 -40.00%

of those in investment advisory functions:

2

Registration:

SEC, Approved, 12/7/1990

AUM:

69,707,288 -61.22%

of that, discretionary:

69,707,288 -61.22%

Private Fund GAV:

0 -100.00%

Avg Account Size:

1,315,232 -60.49%

% High Net Worth:

100.00% 12.00%

SMA’s:

YES

Private Funds:

0 3

Contact Info

214 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
456M 391M 326M 261M 195M 130M 65M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Private Funds



Employees




Brochure Summary

Overview

EFSAM provides discretionary investment advisory services to a select number of separately managed accounts. The separately managed accounts are herein referred to collectively as “clients.” In providing such services, EFSAM directs and manages the investments based on the objectives identified in each respective clients’ advisory agreements. In 2023
Keith Kennedy (one of the three partners) passed away. This resulted in the dissolution of Five Keys Capital Advisors, Inc. EFSAM is the successor entity and there is no practical change in the control or operations of the investment advisory firm. As of December 31, 20231, the Company managed $69.7 million on a discretionary basis on behalf of approximately 32 clients.