Hepworth Equity Partners, LLC
● SEC registered since 2025CRD 145774SEC# 801-131607
Reg. AUM
$135.6M
Employees
2
Accounts
421
Location
—
Hepworth Equity Partners, LLC assets under management
Hepworth Equity Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $135.6 million in regulatory assets under management and employs 2 people.
Hepworth Equity Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Chen Control | Member, Managing Director Of Investor Relations | 50-75% | 2007 |
| Michael E Hepworth Control | Portfolio Manager, Managing Member, Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Hepworth Equity Partners, LLC manage?
Hepworth Equity Partners, LLC reports $135.6 million in regulatory assets under management on its Form ADV.
How many employees does Hepworth Equity Partners, LLC have?
Hepworth Equity Partners, LLC reports 2 employees.
Does Hepworth Equity Partners, LLC disclose fund performance?
Hepworth Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 603-819-5323 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$135.6M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135.6Mregulatory AUM
Discretionary $135.6M