# ESSENTIAL PARTNERS LLC

ESSENTIAL PARTNERS LLC of RANCHO SANTA FE,, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315959
- Type: SEC-registered investment adviser
- SEC file number: 801-126327
- Location: 16950 VIA DE SANTA FE, RANCHO SANTA FE,, CA, 92067
- Phone: 213-878-0074
- Latest filing: 2026-03-30
- Regulatory AUM: $401.1M
- Discretionary AUM: $401.1M
- Clients: 2
- Accounts: 309

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Nick Anthony Bartolo | MANAGING MEMBER AND CCO | — |
| BARTOLO NICK ANTHONY | MANAGING MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315959/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315959/similar
- Related entities: https://search.stillhousedata.com/firm/315959/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315959

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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.