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Hepworth Equity Partners, LLC

● SEC registered since 2025CRD 145774SEC# 801-131607Wolfeboro, NH
Export (members)
Reg. AUM
$120M
Employees
2
Accounts
391
Location
Wolfeboro, NH

Hepworth Equity Partners, LLC assets under management

Hepworth Equity Partners, LLC operates as an SEC-registered investment adviser based in Wolfeboro, NH. The firm has been registered since 2025. It reports $120 million in regulatory assets under management and employs 2 people.

Hepworth Equity Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bonnie Chen ControlMember, Managing Director Of Investor Relations50-75%2007
Michael E Hepworth ControlPortfolio Manager, Managing Member, Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Hepworth Equity Partners, LLC manage?

Hepworth Equity Partners, LLC reports $120 million in regulatory assets under management on its Form ADV.

How many employees does Hepworth Equity Partners, LLC have?

Hepworth Equity Partners, LLC reports 2 employees.

Where is Hepworth Equity Partners, LLC located?

Hepworth Equity Partners, LLC is based in Wolfeboro, NH and has been SEC-registered since 2025.

Does Hepworth Equity Partners, LLC disclose fund performance?

Hepworth Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address39 Harbor Way, No.18, Wolfeboro, NH 03894
Phone603-819-5323
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$120M
Non-discretionary$0
Total (RAUM)$120M