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 a privately owned limited liability company that acts as an SEC-registered investment adviser (registered in 2025). The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It primarily serves individual and family clients and operates as a discretionary manager rather than a capital allocator. Hepworth does not position itself as an ESG investor and is not designated as a multistate adviser.
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
Asset composition
- Non-Exchange Traded Equities40%
- Cash & Cash Equivalents38%
- Exchange Traded Equities20%
- US Government Bonds2%
Contacts
2 of 2Michael Hepworth
Portfolio ManagerCRD 2448444
Bonnie Aves
Financial AdvisorCRD 2394247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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