Hepworth Equity Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 145774
- Registered since
- February 6, 2025
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.56%
- Individuals40.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hepworth Equity Partners, LLC is an independent registered investment adviser organized as an LLC that provides portfolio management primarily to individuals and small businesses. The firm is fee-based, charging a percentage of assets under management, and it focuses on equity-oriented portfolios rather than ESG mandates. Hepworth Equity Partners is registered with the SEC and completed its registration in 2025. The business is owned by an individual and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities40%
- Cash & Cash Equivalents38%
- Exchange Traded Equities20%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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