Investment adviser · CRD 315959
ESSENTIAL PARTNERS LLC
Investment adviser filing (IA)
RANCHO SANTA FE,, CA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $401M Form ADV · Item 5.F
- Client accounts
- 309 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 56 | $357,140,000 | 89.0% |
| Corporations & businesses | Fewer than 5 | $40,610,000 | 10.1% |
| Other investment advisers | Fewer than 5 | $3,360,000 | 0.8% |
Filing source
Form ADV 2059083 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
16950 VIA DE SANTA FE, SUITE 5060-175RANCHO SANTA FE,, CA, 92067, United States
CRD 315959
Filing source
Form ADV 2059083 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.