ESSENTIAL PARTNERS LLC
Adviser information for ESSENTIAL PARTNERS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 31 | $194.1M |
Non-Discretionary | 2 | $30.6M |
Total | 33 | $224.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 30 | $203.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $5.8M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $15.8M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-126327 |
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SEC ERA File Number | 801-126327 |
SEC CIK Numbers | None |
SEC CRD Numbers | 315959 |
Legal Entity Identifier | None |
Principal Office
15332 ANTIOCH STREET, #330PACIFIC PALISADES
CA
United States
APPOINTMENT ONLY, APPOINTMENT ONLY
Tel: 213-878-0074, Fax: None
Chief Compliance Officer
NICK BARTOLO
15332 ANTIOCH STREET, #330
PACIFIC PALISADES
CA
United States
Tel:
213-878-0074
N***@*************M
(Full email address available in API data)
Regulatory Contact
IVAN BARRETTO
CONSULTANT
13359 NORTH HIGHWAY 183
SUITE 406-649
AUSTIN
TX
United States
Tel:
8337422246
I***@*******O
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BARTOLO, NICK, ANTHONY | Individual | – | MANAGING MEMBER AND CCO | 07/2021 | > 75% |