ENERGY INCOME PARTNERS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	19
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	145	$4.8B
Non-Discretionary	0	$0
Total	145	$4.8B

Clients

Type	Number	RAUM
Individuals	<5	$0
HNW Individuals	118	$131.3M
Banking or thrift institutions	<5	$0
Investment companies	9	$4.1B
Business development companies	0	$0
Pooled investment vehicles	2	$148.7M
Pension and profit sharing plans	<5	$25.4M
Charitable organizations	<5	$0
State or municipal gov entities	<5	$0
Other investment advisers	<5	$367.1M
Insurance companies	<5	$2.6M
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	8	$29.1M
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	Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-66907
SEC ERA File Number	801-66907
SEC CIK Numbers	1388814
SEC CRD Numbers	140799
Legal Entity Identifier	549300ULELGFR56LOJ17

Principal Office

10 WRIGHT STREET
WESTPORT
CT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic