Firm profile

Energy Income Partners

WESTPORT, CTCRD 140799Registration Status: ApprovedEffective since June 28, 2006SEC # 801-66907Latest ADV May 13, 2026

Energy Income Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westport, CT. Its latest Form ADV filing, dated May 13, 2026, reports $6.1B in regulatory assets under management, 21 employees, 1 office, and 108 accounts.

Assets Under Management
$6.1B
Employees
21
Offices
1 office
Total Clients
112

Associated firm names

2 names listed
  • ENERGY INCOME PARTNERS
  • ENERGY INCOME PARTNERS LLC

Leadership

2 roles identified
CEOJames J. Murchie
CCONandita Y. Hogan

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

WESTPORT, Connecticut, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Connecticut

WESTPORTPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.1Bas of May 13, 2026
Discretionary100.0%
$6.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 79.5% of total clients.
Top client categories% of clientsClients
1
HNWI
79.5%
89
2
Other Advisers
5.4%
6
3
Investment Cos.
4.5%
5
4
Corporations
4.5%
5
5
Pension Plans
3.6%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$6.1B
Total Accounts108
10Y AUM Change+$219M (+3.7%)

Private Funds

Private funds reported by Energy Income Partners

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees21
Clients per Employee5:1
10Y Employee Change+4 (+23.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
DUNTRUNE CAPITAL PARTNERS, LLCDirect owner · Schedule AInterest in ENERGY INCOME PARTNERS
25% to < 50%
FT EIP VENTURES, LLCDirect owner · Schedule AInterest in ENERGY INCOME PARTNERS
10% to < 25%
EIP EP LLCDirect owner · Schedule AInterest in ENERGY INCOME PARTNERS
10% to < 25%
SAUL THOMAS BALLESTEROSDirect owner · Schedule AInterest in ENERGY INCOME PARTNERS
5% to < 10%
JOHN KAVANAGH TYSSELANDDirect owner · Schedule AInterest in ENERGY INCOME PARTNERS
5% to < 10%
EVA NMN PAODirect owner · Schedule AInterest in ENERGY INCOME PARTNERS
< 5%
FIRST TRUST CAPITAL PARTNERS, LLCIndirect owner · Schedule BInterest in FT EIP VENTURES, LLC
75%+
GRACE PARTNERS OF DUPAGE, L.P.Indirect owner · Schedule BInterest in FIRST TRUST CAPITAL PARTNERS, LLC
75%+
JAMES ALLEN BOWENIndirect owner · Schedule BInterest in AJM VENTURES LLC
75%+
AJM VENTURES LLCIndirect owner · Schedule BInterest in THE CHARGER CORPORATION
75%+
JAMES JARVIS MURCHIEIndirect owner · Schedule BInterest in DUNTRUNE CAPITAL PARTNERS, LLC
50% to < 75%
EVA NMN PAOIndirect owner · Schedule BInterest in EIP EP LLC
50% to < 75%
JAMES JARVIS MURCHIEIndirect owner · Schedule BInterest in JJM FAMILY TRUST
50% to < 75%
DOUGLAS WILLIAM CULLENIndirect owner · Schedule BInterest in EIP EP LLC
25% to < 50%
JJM FAMILY TRUSTIndirect owner · Schedule BInterest in DUNTRUNE CAPITAL PARTNERS, LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Energy Income Partners.

Reported ownership and control details

Form ADV · Filing date 2026-05-13 · Schedules A and B

18 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JAMES JARVIS MURCHIECEOIndividualENERGY INCOME PARTNERSLess than 5%Code NAYesCEO07/2006Schedule APDF page 33
2EVA NMN PAOPORTFOLIO MANAGER, PARTNERIndividualENERGY INCOME PARTNERSLess than 5%Code NAYesPORTFOLIO MANAGER, PARTNER07/2006Schedule APDF page 33
3DUNTRUNE CAPITAL PARTNERS, LLCMANAGERDomestic entityENERGY INCOME PARTNERS25% to less than 50%Code CYesMANAGER07/2006Schedule APDF page 34
4SAUL THOMAS BALLESTEROSPORTFOLIO MANAGER, PARTNERIndividualENERGY INCOME PARTNERS5% to less than 10%Code AYesPORTFOLIO MANAGER, PARTNER12/2025Schedule APDF page 34
5FT EIP VENTURES, LLCMEMBERDomestic entityENERGY INCOME PARTNERS10% to less than 25%Code BNoMEMBER06/2010Schedule APDF page 34
6EIP EP LLCMEMBERDomestic entityENERGY INCOME PARTNERS10% to less than 25%Code BNoMEMBER01/2013Schedule APDF page 34
7NANDITA YAGNIK HOGANCHIEF COMPLIANCE OFFICERIndividualENERGY INCOME PARTNERSLess than 5%Code NANoCHIEF COMPLIANCE OFFICER03/2015Schedule APDF page 34
8JOHN KAVANAGH TYSSELANDPORTFOLIO MANAGER, PARTNERIndividualENERGY INCOME PARTNERS5% to less than 10%Code AYesPORTFOLIO MANAGER, PARTNER05/2016Schedule APDF page 34
9JAMES JARVIS MURCHIEMANAGING MEMBERIndividualDUNTRUNE CAPITAL PARTNERS, LLC50% to less than 75%Code DYesMANAGING MEMBER07/2006Schedule BPDF page 34
10FIRST TRUST CAPITAL PARTNERS, LLCSOLE MEMBER AND MANAGERDomestic entityFT EIP VENTURES, LLC75% or moreCode EYesSOLE MEMBER AND MANAGER06/2010Schedule BPDF page 34
11THE CHARGER CORPORATIONMEMBER, MANAGERDomestic entityFIRST TRUST CAPITAL PARTNERS, LLCPercentage not specifiedCode FYesMEMBER, MANAGER06/2007Schedule BPDF page 34
12GRACE PARTNERS OF DUPAGE, L.P.LIMITED PARTNERDomestic entityFIRST TRUST CAPITAL PARTNERS, LLC75% or moreCode EYesLIMITED PARTNER08/1991Schedule BPDF page 34
13JAMES ALLEN BOWENSOLE SHAREHOLDERIndividualAJM VENTURES LLC75% or moreCode EYesSOLE SHAREHOLDER10/2010Schedule BPDF page 34
14AJM VENTURES LLCSHAREHOLDERDomestic entityTHE CHARGER CORPORATION75% or moreCode EYesSHAREHOLDER10/2010Schedule BPDF page 34
15DOUGLAS WILLIAM CULLENMEMBERIndividualEIP EP LLC25% to less than 50%Code CNoMEMBER01/2013Schedule BPDF page 34
16EVA NMN PAOMANAGING MEMBERIndividualEIP EP LLC50% to less than 75%Code DYesMANAGING MEMBER01/2013Schedule BPDF page 34
17JJM FAMILY TRUSTMEMBERDomestic entityDUNTRUNE CAPITAL PARTNERS, LLC25% to less than 50%Code CNoMEMBER12/2019Schedule BPDF page 34
18JAMES JARVIS MURCHIETRUSTEEIndividualJJM FAMILY TRUST50% to less than 75%Code DYesTRUSTEE12/2019Schedule BPDF page 35

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/13/2026 12:03:27 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.