ESSENTIAL INVESTMENT PARTNERS, LLC

Overview

Essential Investment Partners, LLC is an independent registered investment adviser that acts as a capital allocator for a mix of individual, family and institutional clients. The firm runs fee-based portfolio management and financial planning as its core activities and also provides manager selection and publishes client-facing material. Its business model leans toward discretionary management — with the adviser running portfolios on a day‑to‑day basis for most clients — while retaining the ability to manage non‑discretionary relationships. Investment approach centers on pooled public vehicles as the portfolio core, supplemented by targeted allocations to private market and commodity strategies. The firm does not identify as an active ESG investor. Service delivery emphasizes separate account management, manager selection and integration of third‑party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices