|
⚲
|
| Essential Partners LLC
✚
| |
|---|---|
| CRD # | 315959 |
| SEC # | 801-126327 |
| CIK # | |
| AUM | $224.7 MM (2024-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 213-878-0074 |
| Address | 15332 Antioch Street, 330 Pacific Palisades, CA 90272 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 203.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 224.7 |
| By Discretionary | ||
| Discretionary | 31 | 194.1 |
| Non-Discretionary | 2 | 30.6 |
| Total | 33 | 224.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.7 | |
| Total | 33 | 224.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CAFG Wealth Management Inc
✚
|
IL | 0.2 |
|
Guiry Capital Management LLC
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|
FL | 0.2 |
|
Wallace Advisory Group LLC
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|
CA | 0.2 |
|
Bennett Selby Investments Limited Partnership
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|
ME | 0.2 |
|
Sorenson Impact Advisory LLC
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|
UT | 0.2 |
|
Hickory Asset Management Inc
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|
OH | 0.2 |
|
Power Financial Partners LLC
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|
FL | 0.2 |
|
Split Rock Private Trading and Wealth Management LLC
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|
MN | 0.2 |
|
Brentview Investment Management LLC
✚
|
IL | 0.2 |
|
Gridiron Partners LLC
✚
|
PA | 0.2 |