ESSENTIAL PARTNERS LLC
CRD #315959 SEC #801-126327 RANCHO SANTA FE,, CA 213-878-0074
SEC Registered
Total AUM
$325.1M
Discretionary
$325.1M
Employees
1
Clients
0
Accounts
142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $325.1M | $325.1M | $0 | 1 | 0 |
| Feb 2025 | $224.7M | $194.1M | $30.6M | 1 | 0 |
| Mar 2024 | $224.7M | $194.1M | $30.6M | 1 | 0 |
| Oct 2023 | $408.4M | $61M | $347.4M | 1 | 0 |
| Oct 2023 | $408.4M | $61M | $347.4M | 1 | 0 |
| Oct 2023 | $408.4M | $61M | $347.4M | 1 | 0 |
| Jun 2023 | $408.4M | $61M | $347.4M | 1 | 0 |
| Mar 2023 | $408.4M | $61M | $347.4M | 1 | 0 |
| Sep 2022 | $360M | $19M | $341.1M | 1 | 0 |
| Jul 2022 | $284.2M | $14.2M | $270M | 1 | 0 |
| Feb 2022 | $4.3M | $4.3M | $0 | 1 | 0 |
| Feb 2022 | $4.3M | $4.3M | $0 | 1 | 0 |
| Feb 2022 | $4.3M | $4.3M | $0 | 1 | 0 |
| Jan 2022 | $4.3M | $4.3M | $0 | 1 | 0 |
| Jan 2022 | $4.3M | $4.3M | $0 | 1 | 0 |
| Jan 2022 | $4.3M | $4.3M | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Aug 2021 | $0 | $0 | $0 | 1 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$224.7M
Discretionary$194.1M
Non-Disc.$30.6M
Employees1
Clients0
DateMar 2024
Total AUM$224.7M
Discretionary$194.1M
Non-Disc.$30.6M
Employees1
Clients0
DateOct 2023
Total AUM$408.4M
Discretionary$61M
Non-Disc.$347.4M
Employees1
Clients0
DateOct 2023
Total AUM$408.4M
Discretionary$61M
Non-Disc.$347.4M
Employees1
Clients0
DateOct 2023
Total AUM$408.4M
Discretionary$61M
Non-Disc.$347.4M
Employees1
Clients0
DateJun 2023
Total AUM$408.4M
Discretionary$61M
Non-Disc.$347.4M
Employees1
Clients0
DateMar 2023
Total AUM$408.4M
Discretionary$61M
Non-Disc.$347.4M
Employees1
Clients0
DateSep 2022
Total AUM$360M
Discretionary$19M
Non-Disc.$341.1M
Employees1
Clients0
DateJul 2022
Total AUM$284.2M
Discretionary$14.2M
Non-Disc.$270M
Employees1
Clients0
DateFeb 2022
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0