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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAINES, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| HAINES, MICHAEL, KENNETH | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| SUMNER, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUMNER, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUMNER, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUMNER, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUMNER, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUMNER, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| WEBSTER, MARCE, LYNN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | PARTNER, CHIEF EXECUTIVE OFFICER | NA | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | E | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| ESSENTIAL ADVISERS, INC. | DE | MEMBER | D | Control |
| HAINES, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| PAUL, DONOVAN, JERALD | I | MEMBER, PARTNER, CHIEF INVESTMENT OFFICER | D | Control |
| PAUL, DONOVAN, JERALD | I | MEMBER, PARTNER, CHIEF INVESTMENT OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | E | Control |
| HAINES, MICHAEL, KENNETH | I | MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. | D | Control |
| ZESCHIN, JONATHAN, FREDERICK | I | ESSENTIAL ADVISERS, INC. | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
CA CO FL NE TX
Address
7887 E BELLEVIEW AVESUITE 1275
ENGLEWOOD, CO 80111
United States
Phone: 303-333-8498