EFS Asset Management LLC

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EFS Asset Management LLC ✚
CRD #	106184
SEC #	801-37873
CIK #
AUM	70.0 M (2026-06-16)
Employees	1 (100% Investors, 0% Brokers)
Phone	214-550-0914
Address	2608 Hibernia St Dallas, TX 75204
Source	[IAPD] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Trans-Global Growth Opportunities LP	2017-03-31		3.6 M
HF	Belvest Diversified Income Fund LP	2014-03-31		1.4 M
HF	Belvest Equity Income Fund LP	2014-03-31		5.9 M
HF	Belvest Realty Income Fund LP	2014-03-31		0.4 M
HF	Mokan Investments LP	2014-03-31		6.2 M
HF	TEP Investors LP	2014-03-31		10.1 M
PE	Trans Europe Buyout Partners VIII LP	[2014-03-31]	20.4 M	27.7 M
	Filed 2014-02-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Brookside Investors LP	2013-04-01		5.8 M
HF	Camden Securities LP	2013-04-01
Other	Barden Investments LP	2012-03-30		0.0 M
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	32	70.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	54	70.0
By Discretionary
Discretionary	54	70.0
Non-Discretionary	0	0.0
Total	54	70.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		70.0
Total	54	70.0

Form D Directors	Role	# Filings	# Firms
Michael Boswell	Executive Officer	9	2
Timothy Wheeler	Executive Officer, Promoter	5	2
J McWilliams	Executive Officer	3	2
S Murphy	Promoter	2	2
Gloria Martindale	Director	2	2
Belmont Global Capital Partners Inc	Promoter	1	1

Firm Profile (Form ADV)
Serves	Retail
Fund Types	Hedge Fund, Private Equity

Comparable Firms	State	AUM
Quantitative Asset Management LLC ✚	MN	187.4 M
Oakview Capital Management LP ✚	TX	29.6 M
Galtere Inc ✚	MN
Lucas Capital Management LLC ✚	NJ
Mercury Capital Access LLC ✚	NY

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EFS Asset Management LLC

Assets, Funds, Holdings