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EFSI

Privately held; Founded in 2017
11 – 50 employees

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Essential Fund Services International, LLC (“EFSI”) is an independently owned SOC 1 compliant full service fund administration firm providing clients with a comprehensive suite of fund administration services. EFSI offers a cost effective solution to all types of U.S. domestic and offshore fund structures and investment strategies. The center of EFSI’s service incorporates resilient technology and accomplished staff, providing clients a tailor-made service with exhaustive transparency. EFSI provides accounting, reporting and administrative services to the private investment community, including hedge funds, funds of funds, private equity funds, family offices, and separately managed accounts. EFSI’s services allow the investment manager to focus more closely on the investment process knowing that critical administrative functions, normally beyond the investment manager’s expertise, are in the hands of skilled, accomplished and seasoned professionals. EFSI differentiates itself by providing clients with a high quality “hands-on” approach as compared to a “one size fits all” solution. EFSI, whose members have over 75 years of financial services experience including more than 40 years in fund administration, provides services to alternative investment managers and their investors. EFSI administers more than $1 billion of client assets across 100 reporting entities. A critical factor separating EFSI from other fund administrators is our in-depth knowledge of the alternative investment industry and our commitment to fully understand a fund’s structure and investment strategy while ensuring the governing fund documents properly reflect fund economics prior to the commencement of operations. EFSI partners with each client, guiding them throughout the fund lifecycle to address the complexities and challenges of their business.

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