Essentia Fund Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$173M
Discretionary
$173M
100% of AUM
Avg account
$24.8M
Accounts
7
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
312190
Registered since
July 6, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Essentia Fund Advisors, LLC is a privately held limited liability company that manages pooled private equity vehicles for institutional investors. The firm serves as sponsor and general partner/managing member of its funds and provides portfolio management for those pooled investment vehicles. Ownership is individual rather than institutional, and the adviser is structured to collect both a percentage-of-assets fee and performance-based compensation. Essentia does not position itself as an ESG investor and is not organized as a multi-state adviser. The firm is SEC-registered (registration year listed as 2026) and focuses its business activities on operating and managing private equity funds rather than offering broad wealth management or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Dana Reynolds

    Managing DirectorCRD 8292016

  • Gino Borges

    Gino Borges

    Manager and MemberCRD 2597976

  • David Scacco

    David Scacco

    Manager and MemberCRD 7323172

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth