ENERGY INCOME PARTNERS

RIASEC RegisteredEst. 2006

Total AUM

$6.1B

Discretionary

$6.1B

100% of AUM

Avg account

$56.1M

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: WESTPORT, Connecticut
CRD number: 140799
Registered since: June 28, 2006
Website: www.eipinvestments.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, GLENMEDE, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies84.41%
Other Investment Advisers7.88%
Pooled Investment Vehicles3.71%
HNWI2.9%
Pension & Profit Sharing Plans0.52%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Energy Income Partners is a SEC-registered hedge fund organized as an LLC and operating since 2006. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management across separately managed accounts, pooled investment vehicles and investment companies. Its fee model combines a percentage-of-AUM charge with performance-based fees. The firm identifies as an active manager in energy-related income strategies rather than an ESG-focused allocator, and it participates as a sponsor/GP/managing member of pooled investment vehicles in addition to acting as an adviser.