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 organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not classify itself as an ESG-focused manager, is not a capital allocator, and does not present as a pension consultant or a related adviser.
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 2Brendan 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 126Active vs passive
$56.5M in ETFs
90%
$51M
2%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $3.7M | 75,579 | 6.55% |
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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