HEPCO CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
336206
Registered since
May 7, 2025

Firm profile

FINTRX

Overview

Hepco Capital Management, LLC is an owner-operated investment manager organized as an LLC that appears to operate primarily as a sponsor and general partner of pooled investment vehicles. The firm is registered with the SEC (registration noted for 2025) and is structured for managing private funds rather than delivering broad retail advisory services. It is not designated as a multi-state adviser, does not position itself as an active ESG investor, and is not flagged as a capital allocator in the source data. Industry affiliations list Hepco as an investment adviser and sponsor, and as a GP/managing member of pooled vehicles, which signals a fund-centric operating model rather than traditional RIA wealth-management or sub-advisory businesses.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • THOMAS ELLIOTT

    Chief Financial OfficerCRD 4885673

  • JEFFREY BROTMAN

    COO & Managing PartnerCRD 5622158

  • JONATHAN COHEN

    Chairman & CEOCRD 4874035

Contacts

1 of 1
  • Edward Cohen

    ChairmanCRD 7678324

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
1845 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth