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HEP PARTNERS LLC
CRD 161386 · SEC 801-74116
2200 ROSS AVENUE, SUITE 4600W, DALLAS, TX, 75201, United States
Phone
214-615-2300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.9M
Discretionary AUM
$257.9M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $257.9M |
States served
TX
Official SEC filing: View on IAPD