Overview
Assets Under Management: $4.8 billion
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
ENERGY INCOME PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140799), ENERGY INCOME PARTNERS LLC is subject to fiduciary duty under federal law.
ENERGY INCOME PARTNERS LLC is headquartered in WESTPORT, CT.
ENERGY INCOME PARTNERS LLC serves 94 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, ENERGY INCOME PARTNERS LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ENERGY INCOME PARTNERS LLC manages $4.8 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, ENERGY INCOME PARTNERS LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 145
Discretionary Accounts: 145
Regulatory Filings
CRD Number: 140799
Last Filing Date: 2024-03-28 00:00:00
Website: https://eipinvestments.com