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Essential Partners LLC

● SEC registered since 2022CRD 315959SEC# 801-126327Rancho Santa Fe,, CA
Export (members)
Reg. AUM
$325.1M
Employees
1
Accounts
142
Location
Rancho Santa Fe,, CA

Essential Partners LLC assets under management

Essential Partners LLC is a registered investment adviser overseen by the SEC based in Rancho Santa Fe,, CA. The firm has been registered since 2022. It reports $325.1 million in regulatory assets under management and employs 1 people.
essentialp.comView on SEC.gov ↗

Essential Partners LLC owners & executives

1 reported
NameTitleOwnershipSince
Nick Anthony Bartolo ControlManaging Member And CcoOver 75%2021

Frequently asked questions

How much does Essential Partners LLC manage?

Essential Partners LLC reports $325.1 million in regulatory assets under management on its Form ADV.

How many employees does Essential Partners LLC have?

Essential Partners LLC reports 1 employees.

Where is Essential Partners LLC located?

Essential Partners LLC is based in Rancho Santa Fe,, CA and has been SEC-registered since 2022.

Does Essential Partners LLC disclose fund performance?

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

Contact & registration

Address16950 Via de Santa Fe, Suite 5060-175, Rancho Santa Fe,, CA 92067
Phone213-878-0074
Office hoursAppointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$325.1M
Non-discretionary$0
Total (RAUM)$325.1M