EFS ASSET MANAGEMENT LLC

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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

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

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

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.