HEP PARTNERS LLC

RIASEC RegisteredEst. 2012
Total AUM
$258M
Discretionary
$258M
100% of AUM
Avg account
$25.8M
Accounts
10
Employees
8
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MACK HICKS

    Chief Compliance Officer & PartnerCRD 4829300

Contacts

1 of 1
  • CHRISTINA VEST

    Partner and Managing DirectorCRD 6028999

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth