SourcingSourcing

ENERGY INCOME PARTNERS LLC

C37
CRD 140799·SEC 801-66907·WESTPORT, CT
AUM
$6.06B
$1B+
Est. Revenue
$60.6M
@ 1% on AUM
Est. EBITDA
$18.2M
@ 30% margin
Est. Deal Value
$145.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENERGY INCOME PARTNERS LLC
CRD
140799
SEC file #
801-66907
EIN
000000000
DBA names
Energy Income Partners

Economics

AUM
$6.06B
AUM band
$1B+
AUM trajectory
'20'26
$5.56B → $6.06B▲ +9%
Client mix
Individuals High Net Worth89
Other Investment Advisers6
Investment Companies5
Corporations5
Pension Profit Sharing Plans4

Operations

Employees (total)
19
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
6 advisors → 8 advisors▲ +33%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
eipinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DUNTRUNE CAPITAL PARTNERS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
DUNTRUNE CAPITAL PARTNERS, LLC
EIP EP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EIPINVESTMENTS.COM
Rdap Domain Creation Date
2016-11-14T13:47:12Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
21
Form 5500 Total Compensation
240,530
Form 5500 Compensation Trajectory 3y
2026240,530
20240
Form 5500 Plan Count Trajectory 3y
20262
20241
Schedule C Total Compensation
240,530
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001274595
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2003-12-23
Edgar Last Filing Date
2026-01-06
Edgar Form D Count
18
Edgar Form D Offerings
2026-01-062026-01-06 · 0001315863-26-000011
2025-01-132025-01-13 · 0001315863-25-000035
Edgar Former Names
ENERGY MLP INCOME FUND L P
DUNTRUNE PARTNERS II LP

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
U.s. Bank6
Fidelity4
Goldman Sachs4
Morgan Stanley4
E*trade4
Edgar Addresses
Mailing
10 WRIGHT STREETWESTPORT, CT 06880
Business
10 WRIGHT STREETWESTPORT, CT 06880
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-06 · 0001315863-26-000011
D/A2025-01-13 · 0001315863-25-000035
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-14T13:47:12Z
Rdap Domain Last Changed
2025-11-15T08:18:52Z
Rdap Nameservers
Dns1.register.comDns2.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
BALLESTEROS, SAUL, THOMAS
Direct Owner · 7.5%
5767435
JOHN KAVANAGH TYSSELAND
Direct Owner · 7.5%
2723886
MURCHIE, JAMES, JARVIS
IAR · Executive Officer · 2.5%
2080728
PAO, EVA, NMN
Executive Officer · 2.5%
5156159
HOGAN, NANDITA, YAGNIK
Executive Officer · 2.5%
4826830