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| Essential Partners LLC
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| CRD # | 315959 |
| SEC # | 801-126327 |
| CIK # | 0002136442, 0002145170 |
| AUM | 401.1 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 213-878-0074 |
| Address | 16950 Via de Santa Fe Rancho Santa Fe, CA 92067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002136442 0002145170 |
| Sector | Form 13F Holdings | Value ($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) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 56 | 357.1 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 3.4 |
| (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 | 1 | 40.6 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 401.1 |
| By Discretionary | ||
| Discretionary | 309 | 401.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 309 | 401.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.1 | |
| Total | 309 | 401.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002136442] | |
| 13F-HR | [0002145170] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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|
Ticino Wealth LLC
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|
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