{
  "crd_number": 140799,
  "slug": "energy-income-partners-westport-ct-140799",
  "primary_business_name": "ENERGY INCOME PARTNERS",
  "legal_name": "ENERGY INCOME PARTNERS LLC",
  "dbas": [],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-06-28",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 6061540000.0,
  "raum_discretionary": 6061540000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 21,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 3970000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 5116250000.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 31780000.0,
      "count": 4
    },
    "other_investment_advisers": {
      "raum": 477890000.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 175750000.0,
      "count": 89
    },
    "pooled_investment_vehicles": {
      "raum": 225160000.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 30740000.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "MA",
    "MI",
    "MN",
    "MO",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://eipfunds.com",
    "https://eipinvestments.com",
    "https://linkedin.com/company/energy-income-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140799",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/energy-income-partners-westport-ct-140799",
  "display_name": "Energy Income Partners",
  "summary": "Energy Income Partners is an SEC-registered investment advisory firm in Westport, CT, registered since 2006, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Energy Income Partners (CRD 140799): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Energy Income Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Energy Income Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Energy Income Partners located?",
      "a": "Energy Income Partners' principal office is in Westport, CT, according to its Form ADV."
    },
    {
      "q": "Is Energy Income Partners registered with the SEC or a state?",
      "a": "Energy Income Partners is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140799."
    },
    {
      "q": "How much does Energy Income Partners manage?",
      "a": "Energy Income Partners reports $6,061,540,000 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Energy Income Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Energy Income Partners: Regulatory assets under management: $3,668,200,000 in the October 2021 data and $6,061,540,000 in the October 2026 data, up 65%. Total employees: 20 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Energy Income Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (89); other investment advisers (6); investment companies (5)."
    },
    {
      "q": "Which custodians does Energy Income Partners use?",
      "a": "Energy Income Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, Glenmede and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Energy Income Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140799"
    },
    {
      "q": "What changed in Energy Income Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $5,355,700,000 to $6,061,540,000 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3668200000.0,
      "total_employees": 20,
      "filing_date": "2021-04-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4529000000.0,
      "total_employees": 20,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5137400000.0,
      "total_employees": 20,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4798060000.0,
      "total_employees": 19,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5355700000.0,
      "total_employees": 19,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6061540000.0,
      "total_employees": 21,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8.",
        "Regulatory assets under management went from $5,355,700,000 to $6,061,540,000 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Glenmede",
      "name_as_filed": "GLENMEDE",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/energy-income-partners-westport-ct-140799.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 89,
      "fewer_than_5": false,
      "raum": 175750000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5116250000.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 225160000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 31780000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 6,
      "fewer_than_5": false,
      "raum": 477890000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3970000.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 30740000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140799",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}