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Efs Asset Management LLC

● SEC registered since 1990CRD 106184SEC# 801-37873Dallas, TX
Export (members)
Reg. AUM
$70M
Employees
1
Accounts
54
Location
Dallas, TX

Efs Asset Management LLC assets under management

Efs Asset Management LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 1990. It reports $70 million in regulatory assets under management and employs 1 people.

Efs Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Edward Franklin Sullivan ControlPresident, Founder, Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Efs Asset Management LLC manage?

Efs Asset Management LLC reports $70 million in regulatory assets under management on its Form ADV.

How many employees does Efs Asset Management LLC have?

Efs Asset Management LLC reports 1 employees.

Where is Efs Asset Management LLC located?

Efs Asset Management LLC is based in Dallas, TX and has been SEC-registered since 1990.

Does Efs Asset Management LLC disclose fund performance?

Efs Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2608 Hibernia St., Suite 104, Dallas, TX 75204
Phone214-550-0914
Office hours8:30 a.m. - 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$70M▲ 17%
Mar '25 — $60MApr '25 — $60MMay '25 — $60MJun '25 — $60MJul '25 — $60MAug '25 — $60MSep '25 — $60MOct '25 — $60MNov '25 — $60MDec '25 — $60MJan '26 — $60MFeb '26 — $60MMar '26 — $70MApr '26 — $70MMay '26 — $70MJun '26 — $70M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$70Mregulatory AUM
Discretionary $70M