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EBCO TRUSTEE SERVICES LTD LIAB. CO.

CRD 338094File 801-134604
APPROVED
Retail clients
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$44.7M
Bottom 25% of cohort (national)
Discretionary AUM
$44.7M
Clients
18
18 accounts
Employees
4

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
HQ
Registration date
Nov 24, 2025
Principal office
VIA EMILIO BOSSI 12D, CHIASSO, TICINO, 6863
Phone
+41916955090

Assets & accounts

ADV Item 5F
Total regulatory AUM
$44.7M
Discretionary AUM
$44.7M
Non-discretionary AUM
$0
Discretionary accounts
18
Non-discretionary accounts
0
Total accounts
18
AUM per client
$2.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other8$21.0M
High net worth individuals4$21.6M
Individuals (other than high net worth individuals)6$2.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.