← Directory
ENERGY INCOME PARTNERS
Legal name: ENERGY INCOME PARTNERS LLC
CRD 140799File 801-66907
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.06B
Top 25% of cohort (national)
Discretionary AUM
$6.06B
Clients
112
108 accounts
Employees
21
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 28, 2006
- Principal office
- 10 WRIGHT STREET, WESTPORT, CT, 06880-3115
- Phone
- 203-349-8232
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.06B
- Discretionary AUM
- $6.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 108
- Non-discretionary accounts
- 0
- Total accounts
- 108
- AUM per client
- $54.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $30.7M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $4.0M |
| Investment companies | 5 | $5.12B |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | 6 | $477.9M |
| High net worth individuals | 89 | $175.8M |
| Pooled investment vehicles | 2 | $225.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 4 | $31.8M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.