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E-Wealth Partners
E-WEALTH PARTNERS is an SEC-registered investment adviser in MINNETONKA, MN, registered since 2025. The firm manages approximately $219 million in regulatory...
Overview
E-WEALTH PARTNERS is an SEC-registered investment adviser in MINNETONKA, MN, registered since 2025. The firm manages approximately $219 million in regulatory assets. It has 5 employees and 5 investment advisers. Historical Form 13F reports for E-Wealth Partners, LLC (CIK 0002129940, CRD 327053). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002129940. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-17 reports $138,342,098 in Section 13(f) long-position table value across 59 information-table rows and 59 distinct security, option and amount-type positions. Filing accessions: 0002129940-26-000003. For the quarter ended 2026-03-31, the report chain filed through 2026-06-11 reports $123,833,549 in Section 13(f) long-position table value across 56 information-table rows and 56 distinct security, option and amount-type positions. Filing accessions: 0002129940-26-000002. The five largest reported positions by table value for 2026-06-30 are: ISHARES TR, $33,835,083 reported table value; DIMENSIONAL ETF TRUST, $9,550,839 reported table value; APPLE INC, $9,129,752 reported table value; VANGUARD INDEX FDS, $8,354,913 reported table value; DIMENSIONAL ETF TRUST, $8,049,650 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
Europe
Country
Spain
City
Minnetonka
Corporate office
Barcelona, Spain
Principals
Javier Echarri
CEO & Founding Partner
Sector focus
Frequently asked questions
How does E-Wealth Partners source proprietary deal flow?
The firm sources direct deals primarily through the personal networks of its client families — industrial and real-estate operators in Spain and Switzerland — and through co-investment relationships with Geneva-based single-family offices. Fund commitments are sourced via a centralized manager-research team that screens GPs globally, with a bias toward European lower-mid-market and growth-stage managers.
Does E-Wealth Partners participate in fund commitments or only direct deals?
The firm allocates to both. Private equity, venture capital, and hedge fund commitments are made through external manager funds and separately managed accounts. Direct co-investments are executed deal-by-deal through a mutualized vehicle that allows participating client families to invest alongside each other.
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