HEP PARTNERS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 161386
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HEP Partners LLC is organized as a private equity manager that advises pooled investment vehicles and serves as sponsor, general partner and managing member on its funds. The firm is SEC-registered since 2012 and concentrates on institutional capital, managing vehicles where it typically takes an active governance role. Its advisory mandate emphasizes private equity strategies, while also maintaining exposure to venture capital, real estate and resource-oriented investments. Fee arrangements combine AUM-based management fees with performance-based compensation, consistent with carried-interest or incentive-fee economics commonly used in closed-end and pooled structures. HEP Partners is not positioned as a broad capital allocator; its activity centers on operating and sponsoring private funds and running portfolio management for those pooled vehicles. The firm does not identify as an active ESG investor.
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 1MACK HICKS
Chief Compliance Officer & PartnerCRD 4829300
Contacts
1 of 1CHRISTINA VEST
Partner and Managing DirectorCRD 6028999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2200 Ross Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
GREY ROCK ENERGY MANAGEMENT, LLC
RIADALLAS, TX
MEROS INVESTMENT MANAGEMENT, LP
RIADALLAS, TX
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
RIADALLAS, TX
HC2 CAPITAL, LLC
RIADALLAS, TX
WISNIEWSKI WEALTH MANAGEMENT
RIADALLAS, TX
STRONGHOLD RESOURCE PARTNERS
RIADALLAS, TX