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| Essential Investment Partners LLC
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| CRD # | 149509 |
| SEC # | 801-70121 |
| CIK # | 0002136442, 0002145170 |
| AUM | 223.0 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-333-8498 |
| Address | 7887 E Belleview Ave Englewood, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bloom Energy Corp | 6.6 | ||
| Apple Inc | 5.8 | ||
| United Rentals Inc /DE | 5.2 | ||
| Alphabet Inc | 4.3 | ||
| Amazon Com Inc | 3.8 | ||
| AbbVie Inc | 3.6 | ||
| Microsoft Corp | 3.5 | ||
| TJX Companies Inc /DE/ | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| CrowdStrike Holdings Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 10.6 |
| (b) Individuals (high net worth individuals) | 54 | 200.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 223.0 |
| By Discretionary | ||
| Discretionary | 275 | 213.0 |
| Non-Discretionary | 1 | 10.0 |
| Total | 276 | 223.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.0 | |
| Total | 276 | 223.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002136442] | |
| 13F-HR | [0002145170] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 79 |
| Serves | Institutional, Retail, Research |
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