Tech stack
No one at Efs Asset Management LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $34M held · filed Mar 2024
Schwab
Per Form ADV · $19M held · filed Mar 2024
J
Jefferies Execution Services, Inc.
Per Form ADV · $16M held · filed Mar 2024