HEP MANAGEMENT CORPORATION
Firm details
- Headquarters
- New York, New York
- CRD number
- 161855
- Registered since
- June 10, 2013
- Website
- hepfund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HEP Management Corporation is a private equity fund manager that serves institutional investors through pooled investment vehicles. Registered with the SEC in 2013, the firm acts as sponsor, general partner and managing member of its funds, providing portfolio management for closed-ended vehicles rather than acting as a broad capital allocator. Its business model centers on fee income that combines a percentage-of-assets management fee with performance-based compensation. The firm’s investment focus is concentrated: the bulk of activity sits in private equity and real estate strategies, deployed through the firm’s own private funds. HEP Management Corporation does not present itself as an ESG-driven manager and operates from a single-state footprint rather than as a multi-state adviser. Given the sponsor/GP orientation, the firm’s investment decisions appear oriented toward control or partnership-style private investments and real estate transactions executed within its pooled fund structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Lynn Weld
Chief Financial OfficerCRD 7335978
Contacts
3 of 3DAVID TAMBURRI
Managing PartnerCRD 6032465
EZRA MEHLMAN
Managing PartnerCRD 7238587
Scott Whyte
PartnerCRD 7755559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 565 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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