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Essential Investment Partners, LLC

● SEC registered since 2009CRD 149509SEC# 801-70121Englewood, CO
Export (members)
Reg. AUM
$202M
Employees
3
Accounts
268
Location
Englewood, CO

Essential Investment Partners, LLC assets under management

Essential Investment Partners, LLC is an investment advisory firm registered with the SEC based in Englewood, CO. The firm has been registered since 2009. It reports $202 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/1174377/adminView on SEC.gov ↗

Essential Investment Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Essential Advisers, Inc. ControlMember50-75%2009
Jonathan Frederick Zeschin ControlPartner, Chief Executive OfficerUnder 5%2009
Kelly Ann SumnerChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Essential Investment Partners, LLC manage?

Essential Investment Partners, LLC reports $202 million in regulatory assets under management on its Form ADV.

How many employees does Essential Investment Partners, LLC have?

Essential Investment Partners, LLC reports 3 employees.

Where is Essential Investment Partners, LLC located?

Essential Investment Partners, LLC is based in Englewood, CO and has been SEC-registered since 2009.

Does Essential Investment Partners, LLC disclose fund performance?

Essential Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7887 E Belleview Ave, Suite 1275, Englewood, CO 80111
Phone303-333-8498
Office hours8:30 a.m. - 4:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$193M
Non-discretionary$9M
Total (RAUM)$202M