EFGAM FORM ADV 2A OCTOBER 2025

  Item 1 – Cover Page ...................................................................................................................... 1 Item 2 – Material Changes ........................................................................................................... 2 Item 3 - Table of Contents ............................................................................................................ 3 Item 4 – Advisory Business .......................................................................................................... 4 Item 5 – Fees and Compensation ................................................................................................. 5 Item 6 – Performance Based Fees and Side-By-Side Management .......................................... 7 Item 7 – Types of Clients .............................................................................................................. 8 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss................................... 8 Item 9 – Disciplinary Information ............................................................................................. 12 Item 10 – Other Financial Industry Activities and Affiliations .............................................. 12 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading....................................................................................................................... 14 Item 12 – Brokerage Practices ................................................................................................... 16 Item 13 – Review of Accounts .................................................................................................... 17 Item 14 – Client Referrals and Other Compensation .............................................................. 18 Item 15 – Custody ....................................................................................................................... 18 Item 16 – Investment Discretion ................................................................................................ 18 Item 17 – Voting Client Securities ............................................................................................. 19 Item 18 – Financial Information ................................................................................................ 19                 • • • •