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HEPWORTH EQUITY PARTNERS, LLC
CRD 145774 · SEC 801-131607
MA, United States
Phone
603-819-5323
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.6M
Discretionary AUM
$135.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $54.8M |
| High net worth individuals | 127 | $80.8M |
States served
MA, NJ, NY, NH
All web addresses on file
Official SEC filing: View on IAPD