AdFi
EI

ENERGY INCOME PARTNERS

SEC Registered
WESTPORT, CThttps://eipinvestments.com203-349-8232
Assets Under Management
$5B–$25B
Employees
19
Office Locations
1 office
Total Accounts
108

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing

Services

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals89$176M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans2$225M
Charitable Organizations4$32M
State/Municipal Entities0
Insurance Companies6
Sovereign Wealth Funds1
Corporations0$0

4 total clients reported on Form ADV.

Leadership

James Jarvis Murchie
CEO
Eva Nmn Pao
PORTFOLIO MANAGER, PARTNER
Linda Ann Longville
CHIEF FINANCIAL OFFICER
Llc Duntrune Capital Partners
MEMBER
James Jarvis Murchie
MANAGING MEMBER
Saul Thomas Ballesteros
PARTNER AND HEAD TRADER
Llc First Trust Capital Partners
SOLE MEMBER AND MANAGER
The Charger Corporation
MEMBER, MANAGER
L.p. Grace Partners Of Dupage
LIMITED PARTNER
James Allen Bowen
SOLE SHAREHOLDER
Ajm Ventures Llc
SHAREHOLDER
Linda Ann Longville
MANAGING MEMBER
Eva Nmn Pao
MANAGING MEMBER
John Kavanagh Tysseland
PORTFOLIO MANAGER, PARTNER

Office locations

1 office in 1 state
CT
WESTPORTHQ

Regulatory & compliance

CRD number
#140799
SEC Number
801-66907
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ENERGY INCOME PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

ENERGY INCOME PARTNERS in WESTPORT, CT - Financial Advisory Firm | AdvisorFinder