ESSENTIAL PARTNERS LLC

ESSENTIAL PARTNERS LLC of RANCHO SANTA FE,, CA is an SEC-registered investment adviser (CRD 315959). Regulatory assets under management: $401.1M.

Registration

• CRD: 315959
• SEC file number: 801-126327
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315959 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search