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| Essential Investment Partners LLC
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|---|---|
| CRD # | 149509 |
| SEC # | 801-70121 |
| CIK # | 0002145170, 0002136442 |
| 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) |
|---|
| CIK | Period |
|---|---|
| 0002145170 0002136442 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bloom Energy Corp | 6.6 | ||
| Apple Inc | 5.8 | ||
| United Rentals Inc /DE | 5.2 | ||
| Alphabet Inc | 4.3 | ||
| Amazon Com Inc | 3.8 | ||
| AbbVie Inc | 3.6 | ||
| Microsoft Corp | 3.5 | ||
| TJX Companies Inc /DE/ | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| CrowdStrike Holdings Inc | 2.9 | ||
| Nvidia Corp | 2.9 | ||
| Priceline Com Inc | 2.5 | ||
| Verizon Communications Inc | 2.4 | ||
| Mastercard Inc | 2.3 | ||
| Johnson & Johnson | 2.3 | ||
| Mayville Engineering Company Inc | 2.2 | ||
| SPDR Gold Trust | 1.9 | ||
| Stryker Corp | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Zeta Global Holdings Corp | 1.6 | ||
| BlackRock Corporate High Yield Fund Inc | 1.5 | ||
| Oracle Corp | 1.4 | ||
| Ares Capital Corp | 1.4 | ||
| Ecolab Inc | 1.4 | ||
| Kinder Morgan Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
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|
OH | 0.2 |
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Sun Group Wealth Partners LLC
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CA | 0.2 |
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NC | 0.2 |
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DaVinci Financial Designs LLC
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SC | 0.2 |
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Aldebaran Financial Inc
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TN | 0.2 |
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Crossgen Wealth LLC
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Global Strategic Management Inc
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PR | 0.2 |
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Bond Tech Inc
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OH | 0.2 |
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Strategic Financial Planning Inc
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TX | 0.2 |
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Hughes Warren Inc
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OK | 0.2 |