Hepworth Equity Partners, LLC
Hepworth Equity Partners, LLC is an SEC-registered mass-market adviser in Wolfeboro, NH with $135.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Hepworth Equity Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145774, SEC 801-131607, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $135.6M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Wolfeboro, NH
- Employees
- 2
- Clients
- 421
- CRD
- 145774
- Ownership
- HEPWORTH, MICHAEL, E; CHEN, BONNIE
How much AUM does Hepworth Equity Partners, LLC have?
Hepworth Equity Partners, LLC reported $135.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Hepworth Equity Partners, LLC?
Disclosed owners and executives of Hepworth Equity Partners, LLC include HEPWORTH, MICHAEL, E, CHEN, BONNIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.