LP Profile

EFS Advisors

Also known as efs

Wealth ManagerCambridge, United StatesFounded 1994
Cambridge
Headquarters
Investment Focus

About EFS Advisors

EFS Advisors is a wealth manager based in Cambridge, US. Founded in 1994.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to EFS Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.4B
Total Clients
29,438
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to EFS Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is EFS Advisors?

EFS Advisors is a wealth manager based in Cambridge, United States.

Where is EFS Advisors headquartered?

EFS Advisors is headquartered in Cambridge, United States.

When was EFS Advisors founded?

EFS Advisors was founded in 1994.

How can I contact EFS Advisors?

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