Energy Income Partners

RIASEC RegisteredEst. 2006

Total AUM

$6.1B

Discretionary

$6.1B

100% of AUM

Avg account

$56.1M

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: Westport, Connecticut
CRD number: 140799
Registered since: June 28, 2006
Website: www.eipinvestments.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, GLENMEDE, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies84.41%
Other Investment Advisers7.88%
Pooled Investment Vehicles3.71%
HNWI2.9%
Pension & Profit Sharing Plans0.52%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Energy Income Partners is an LLC organized as a hedge-fund style adviser and has been SEC-registered since 2006. The firm provides portfolio management across separate accounts, pooled vehicles and investment companies for high-net-worth individuals, families and institutional clients. Compensation combines a percentage-of-AUM component with performance-based fees. According to regulatory filings the adviser does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory responsibilities include direct portfolio management for individuals/small businesses, investment companies, pooled investment vehicles and business or institutional accounts. The firm also serves in sponsor/GP/managing-member roles for pooled vehicles, consistent with operating hedge funds and private placements alongside public equity strategies.