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Essential Investment Partners

Also known as essential

Wealth ManagerEnglewood, United StatesFounded 2001
$168M
Assets Under Management
Englewood
Headquarters
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Investment Focus

About Essential Investment Partners

Essential Investment Partners, LLC is an independent, fee only investment advisory and wealth management firm based in Colorado.

Preferred Investment Types

Early StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Essential Investment Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$223.0M
Total Clients
276
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Essential Investment Partners across SEC, IRS, DOL and international registers — newest first.

13F
Essential Investment Partners LLC
Jul 15, 2026 · 2025 Q4
$106.3M
13F
Essential Investment Partners LLC
Jul 15, 2026 · 2026 Q1
$108.0M
13F
Essential Investment Partners LLC
Jul 15, 2026 · 2026 Q2
$124.5M
FORM ADV
ESSENTIAL INVESTMENT PARTNERS, LLC
Mar 30, 2026
$223.0M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Essential Investment Partners?

Essential Investment Partners is a wealth manager based in Englewood, United States, managing approximately $168M in assets.

Where is Essential Investment Partners headquartered?

Essential Investment Partners is headquartered in Englewood, United States.

How much does Essential Investment Partners manage?

Essential Investment Partners manages approximately $168M in assets under management.

When was Essential Investment Partners founded?

Essential Investment Partners was founded in 2001.

What does Essential Investment Partners invest in?

Essential Investment Partners focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General).

How can I contact Essential Investment Partners?

Verified contact details, key decision-makers, and investment preferences for Essential Investment Partners are available on LPbacked. Create a free account to access them.