Essential Partners LLC
Firm details
- Headquarters
- Rancho Santa Fe, California
- CRD number
- 315959
- Registered since
- August 3, 2022
- Website
- element-partners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.04%
- Corporations / Businesses10.12%
- Other Investment Advisers0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Essential Partners LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional portfolios. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. The adviser does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents31%
- US Government Bonds25%
- Public Funds/Mutual Funds23%
- Exchange Traded Equities13%
- Private Funds8%
Contacts
2 of 2
Brendan White
AssociateCRD 6971355
Nick Bartolo
Founder & Managing PartnerCRD 4425127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$62.8M in ETFs
90%
$56.3M
3%
$6.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $5M | 85,791 | 7.95% |
Location
Rancho Santa Fe, CA
San Diego
Location
Rancho Santa Fe, CA
Headquartered in Rancho Santa Fe, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 16950 Via De Santa Fe
- Time zone
- PT (UTC-8)
- Office locations
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