# ESSENTIAL INVESTMENT PARTNERS, LLC

ESSENTIAL INVESTMENT PARTNERS, LLC of ENGLEWOOD, CO is an SEC-registered investment adviser.

## Registration

- CRD: 149509
- Type: SEC-registered investment adviser
- SEC file number: 801-70121
- Location: 7887 E BELLEVIEW AVE, SUITE 1275, ENGLEWOOD, CO, 80111
- Phone: 303-333-8498
- Latest filing: 2026-03-30
- Regulatory AUM: $223.0M
- Discretionary AUM: $213.0M
- Non-discretionary AUM: $10.0M
- Clients: 3
- Accounts: 276

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Frederick Zeschin | PARTNER, CHIEF EXECUTIVE OFFICER; PRESIDENT & TREASURER | — |
| Michael Kenneth Haines | PARTNER, CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| Kelly Ann Sumner | CHIEF COMPLIANCE OFFICER | — |
| PAUL DONOVAN JERALD | MEMBER, PARTNER, CHIEF INVESTMENT OFFICER | — |
| ZESCHIN JONATHAN FREDERICK | PARTNER, CHIEF EXECUTIVE OFFICER; PRESIDENT & TREASURER | — |
| WEBSTER MARCE LYNN | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| HAINES MICHAEL KENNETH | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER; PARTNER, CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| SUMNER KELLY ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149509/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149509/similar
- Related entities: https://search.stillhousedata.com/firm/149509/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149509

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.