Essential Partners LLC
● SEC registered since 2022CRD 315959SEC# 801-126327Rancho Santa Fe,, CA
Reg. AUM
$401.1M
Employees
2
Accounts
309
Location
Rancho Santa Fe,, CA
Essential Partners LLC assets under management
Essential Partners LLC is a registered investment adviser overseen by the SEC based in Rancho Santa Fe,, CA. The firm has been registered since 2022. It reports $401.1 million in regulatory assets under management and employs 2 people.
Essential Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nick Anthony Bartolo Control | Managing Member And Cco | Over 75% | 2021 |
Frequently asked questions
How much does Essential Partners LLC manage?
Essential Partners LLC reports $401.1 million in regulatory assets under management on its Form ADV.
How many employees does Essential Partners LLC have?
Essential Partners LLC reports 2 employees.
Where is Essential Partners LLC located?
Essential Partners LLC is based in Rancho Santa Fe,, CA and has been SEC-registered since 2022.
Does Essential Partners LLC disclose fund performance?
Essential Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16950 Via de Santa Fe, Suite 5060-175, Rancho Santa Fe,, CA 92067 |
| Phone | 213-878-0074 |
| Office hours | Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$401.1M▲ 78%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$401.1Mregulatory AUM
Discretionary $401.1M