Essentia Fund Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 312190
- Registered since
- July 6, 2026
- Website
- www.essentia-capital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Dana Reynolds
Managing DirectorCRD 8292016

Gino Borges
Manager and MemberCRD 2597976

David Scacco
Manager and MemberCRD 7323172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Paradigm Capital Management
RIAReno, NV
IFC
RIAAuburn, CA
Lion Equity Investment Advisors, LLC
RIADenver, CO
Price Financial Group Wealth Management, Inc.
RIAPortland, OR
Tilden Loucks & Woodnorth LLC
RIAElmhurst, IL