ESSENTIAL INVESTMENT PARTNERS, LLC
CRD #149509 SEC #801-70121 ENGLEWOOD, CO 303-333-8498
SEC Registered
Total AUM
$202M
Discretionary
$193M
Employees
3
Clients
10
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $202M | $193M | $9M | 3 | 77 |
| Mar 2024 | $189.7M | $180.1M | $9.7M | 3 | 79 |
| Mar 2023 | $167.6M | $160.1M | $7.6M | 4 | 79 |
| Nov 2022 | $217.9M | $208.8M | $9.1M | 4 | 79 |
| Mar 2022 | $217.9M | $208.8M | $9.1M | 4 | 79 |
| Mar 2021 | $194.1M | $185.8M | $8.3M | 3 | 79 |
| Jun 2020 | $146.3M | $138.9M | $7.4M | 4 | 77 |
| Mar 2020 | $146.3M | $138.9M | $7.4M | 4 | 77 |
| Oct 2019 | $130.7M | $124.3M | $6.4M | 4 | 78 |
| Jan 2019 | $130.7M | $124.3M | $6.4M | 4 | 78 |
| Jan 2019 | $130.7M | $124.3M | $6.4M | 4 | 78 |
| Mar 2018 | $112.4M | $99.8M | $12.6M | 2 | 38 |
| Mar 2017 | $94.9M | $86.3M | $8.6M | 2 | 26 |
| Mar 2016 | $102.4M | $89.7M | $12.7M | 2 | 26 |
| Nov 2015 | $103.6M | $91.3M | $12.3M | 3 | 26 |
| Mar 2015 | $103.6M | $91.3M | $12.3M | 3 | 26 |
| Sep 2014 | $124.8M | $107M | $17.9M | 3 | 26 |
| Mar 2014 | $124.8M | $107M | $17.9M | 3 | 26 |
| Mar 2013 | $101.4M | $92.9M | $8.4M | 3 | 26 |
| Jun 2012 | $90.4M | $82.7M | $7.7M | 1 | 26 |
| Jan 2012 | $83.7M | $72.9M | $10.8M | 1 | 26 |
| Mar 2011 | $90.5M | $78.6M | $11.9M | 5 | -- |
| Sep 2010 | $80.7M | $71.1M | $9.6M | 5 | -- |
| Apr 2009 | $72.4M | $67M | $5.4M | 5 | -- |
DateMar 2025
Total AUM$202M
Discretionary$193M
Non-Disc.$9M
Employees3
Clients77
DateMar 2024
Total AUM$189.7M
Discretionary$180.1M
Non-Disc.$9.7M
Employees3
Clients79
DateMar 2023
Total AUM$167.6M
Discretionary$160.1M
Non-Disc.$7.6M
Employees4
Clients79
DateNov 2022
Total AUM$217.9M
Discretionary$208.8M
Non-Disc.$9.1M
Employees4
Clients79
DateMar 2022
Total AUM$217.9M
Discretionary$208.8M
Non-Disc.$9.1M
Employees4
Clients79
DateMar 2021
Total AUM$194.1M
Discretionary$185.8M
Non-Disc.$8.3M
Employees3
Clients79
DateJun 2020
Total AUM$146.3M
Discretionary$138.9M
Non-Disc.$7.4M
Employees4
Clients77
DateMar 2020
Total AUM$146.3M
Discretionary$138.9M
Non-Disc.$7.4M
Employees4
Clients77
DateOct 2019
Total AUM$130.7M
Discretionary$124.3M
Non-Disc.$6.4M
Employees4
Clients78
DateJan 2019
Total AUM$130.7M
Discretionary$124.3M
Non-Disc.$6.4M
Employees4
Clients78
DateJan 2019
Total AUM$130.7M
Discretionary$124.3M
Non-Disc.$6.4M
Employees4
Clients78
DateMar 2018
Total AUM$112.4M
Discretionary$99.8M
Non-Disc.$12.6M
Employees2
Clients38
DateMar 2017
Total AUM$94.9M
Discretionary$86.3M
Non-Disc.$8.6M
Employees2
Clients26
DateMar 2016
Total AUM$102.4M
Discretionary$89.7M
Non-Disc.$12.7M
Employees2
Clients26
DateNov 2015
Total AUM$103.6M
Discretionary$91.3M
Non-Disc.$12.3M
Employees3
Clients26
DateMar 2015
Total AUM$103.6M
Discretionary$91.3M
Non-Disc.$12.3M
Employees3
Clients26
DateSep 2014
Total AUM$124.8M
Discretionary$107M
Non-Disc.$17.9M
Employees3
Clients26
DateMar 2014
Total AUM$124.8M
Discretionary$107M
Non-Disc.$17.9M
Employees3
Clients26
DateMar 2013
Total AUM$101.4M
Discretionary$92.9M
Non-Disc.$8.4M
Employees3
Clients26
DateJun 2012
Total AUM$90.4M
Discretionary$82.7M
Non-Disc.$7.7M
Employees1
Clients26
DateJan 2012
Total AUM$83.7M
Discretionary$72.9M
Non-Disc.$10.8M
Employees1
Clients26
DateMar 2011
Total AUM$90.5M
Discretionary$78.6M
Non-Disc.$11.9M
Employees5
Clients--
DateSep 2010
Total AUM$80.7M
Discretionary$71.1M
Non-Disc.$9.6M
Employees5
Clients--
DateApr 2009
Total AUM$72.4M
Discretionary$67M
Non-Disc.$5.4M
Employees5
Clients--