Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 02/06/2025
Other registrations (12)
Former registrations

HEPWORTH EQUITY PARTNERS, LLC

Contact Info 603 xxxxxxx
Websites
AUM* 135,594,276 13%
of that, discretionary 135,594,276 13%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 322,077 9%
% High Net Worth 30.17% -62%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

136M 116M 97M 77M 58M 39M 19M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees