EFS ASSET MANAGEMENT LLC
CRD #106184 SEC #801-37873 DALLAS, TX 214-550-0914
SEC Registered
Total AUM
$60M
Discretionary
$60M
Employees
1
Clients
0
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $60M | $60M | $0 | 1 | 0 |
| Mar 2024 | $69.7M | $69.7M | $0 | 3 | 0 |
| Mar 2023 | $179.7M | $179.7M | $0 | 5 | 0 |
| Mar 2022 | $249.2M | $249.2M | $0 | 5 | 0 |
| Jun 2021 | $249.6M | $249.6M | $0 | 5 | 0 |
| Mar 2021 | $249.6M | $249.6M | $0 | 5 | 0 |
| Jun 2020 | $248.7M | $248.7M | $0 | 5 | 0 |
| Mar 2020 | $248.7M | $248.7M | $0 | 5 | 0 |
| Mar 2019 | $289.4M | $289.4M | $0 | 5 | 0 |
| Mar 2018 | $408.5M | $408.5M | $0 | 6 | 0 |
| Dec 2017 | $313.5M | $313.5M | $0 | 7 | 0 |
| Apr 2017 | $313.5M | $313.5M | $0 | 7 | 26 |
| Nov 2016 | $367M | $367M | $0 | 8 | 26 |
| Jul 2016 | $367M | $367M | $0 | 8 | 26 |
| Jul 2016 | $367M | $367M | $0 | 8 | 26 |
| Mar 2016 | $367M | $367M | $0 | 8 | 26 |
| Feb 2016 | $456M | $456M | $0 | 10 | 26 |
| Jul 2015 | $456M | $456M | $0 | 10 | 26 |
| Mar 2015 | $456M | $456M | $0 | 10 | 26 |
| Mar 2014 | $461.3M | $461.3M | $0 | 10 | 26 |
| Jun 2013 | $398.1M | $398.1M | $0 | 10 | 26 |
| Jun 2013 | $398.1M | $398.1M | $0 | 10 | 26 |
| Apr 2013 | $398.1M | $398.1M | $0 | 10 | 26 |
| Mar 2012 | $430.1M | $430.1M | $0 | 11 | 26 |
| Mar 2011 | $495.1M | $495.1M | $0 | -- | -- |
| Oct 2010 | $438.7M | $438.7M | $0 | 10 | -- |
| Mar 2010 | $438.7M | $438.7M | $0 | 10 | -- |
| Mar 2009 | $619.3M | $619.3M | $0 | 10 | -- |
| Mar 2007 | $490M | $0 | $490M | 10 | -- |
| Jan 2005 | $40M | $0 | $40M | 10 | -- |
| Mar 2004 | $40M | $0 | $40M | 10 | -- |
| Apr 2002 | $152.9M | $0 | $152.9M | 10 | -- |
DateMar 2025
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$249.2M
Discretionary$249.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$289.4M
Discretionary$289.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2017
Total AUM$313.5M
Discretionary$313.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$313.5M
Discretionary$313.5M
Non-Disc.$0
Employees7
Clients26
DateNov 2016
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees8
Clients26
DateJul 2016
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees8
Clients26
DateJul 2016
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees8
Clients26
DateFeb 2016
Total AUM$456M
Discretionary$456M
Non-Disc.$0
Employees10
Clients26
DateJul 2015
Total AUM$456M
Discretionary$456M
Non-Disc.$0
Employees10
Clients26
DateMar 2015
Total AUM$456M
Discretionary$456M
Non-Disc.$0
Employees10
Clients26
DateMar 2014
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees10
Clients26
DateJun 2013
Total AUM$398.1M
Discretionary$398.1M
Non-Disc.$0
Employees10
Clients26
DateJun 2013
Total AUM$398.1M
Discretionary$398.1M
Non-Disc.$0
Employees10
Clients26
DateApr 2013
Total AUM$398.1M
Discretionary$398.1M
Non-Disc.$0
Employees10
Clients26
DateMar 2012
Total AUM$430.1M
Discretionary$430.1M
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$438.7M
Discretionary$438.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$438.7M
Discretionary$438.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$619.3M
Discretionary$619.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$490M
Discretionary$0
Non-Disc.$490M
Employees10
Clients--
DateJan 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateMar 2004
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateApr 2002
Total AUM$152.9M
Discretionary$0
Non-Disc.$152.9M
Employees10
Clients--