Essential Investment Partners, LLC
● SEC registered since 2009CRD 149509SEC# 801-70121Englewood, CO
Reg. AUM
$223M
Employees
3
Accounts
276
Location
Englewood, CO
Essential Investment Partners, LLC assets under management
Essential Investment Partners, LLC is an investment advisory firm registered with the SEC based in Englewood, CO. The firm has been registered since 2009. It reports $223 million in regulatory assets under management and employs 3 people.
Essential Investment Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Essential Advisers, Inc. Control | Member | 50-75% | 2009 |
| Jonathan Frederick Zeschin Control | Partner, Chief Executive Officer | Under 5% | 2009 |
| Kelly Ann Sumner | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Essential Investment Partners, LLC manage?
Essential Investment Partners, LLC reports $223 million in regulatory assets under management on its Form ADV.
How many employees does Essential Investment Partners, LLC have?
Essential Investment Partners, LLC reports 3 employees.
Where is Essential Investment Partners, LLC located?
Essential Investment Partners, LLC is based in Englewood, CO and has been SEC-registered since 2009.
Does Essential Investment Partners, LLC disclose fund performance?
Essential Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7887 E Belleview Ave, Suite 1275, Englewood, CO 80111 |
| Phone | 303-333-8498 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$223Mregulatory AUM
Discretionary $213MNon-discretionary $10M