H
$135.6M Total AUM
$135.6M Disc. AUM
-- 3Y CAGR
2 Employees
421 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2012
- Office Locations
- 1
Office Locations
-- Wolfeboro NH
About Hepworth Equity Partners, LLC
Hepworth Equity Partners, LLC is a Wolfeboro-based RIA. The firm has been operating for 14 years. Managing $135.6M in total assets under management, with 2 advisory representatives. They custody assets with Morgan Stanley. Services offered include Financial Planning.
Team overview
-- AVG AGE
$67.8M AVG AUM / ADVISOR
$322.1K AVG AUM / CLIENT
14 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
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Owner & Executives
B
BONNIE CHEN AVES
--
- CRD
- #2394247
- Ownership
- 50% but less than 75%
(661) 221-3295
alpha.delta@zenithcapital.com
in linkedin.com/in/crest-bridge
M
MICHAEL E HEPWORTH
Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER, Vice President
- CRD
- #2448444
- Ownership
- 50% but less than 75%
(202) 223-2157
delta.delta@horizoncapital.com
in linkedin.com/in/ridge-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,594,276 | $322,077 |
| Non-Discretionary | $0 | -- |
| Total | $135,594,276 | $322,077 |
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Separately Managed Accounts
Total SMA Asset: $135,594,276
Equity - OTC:
21.9% Cash:
22.2% Equity - Exchange:
37.2% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,431,554,379 | 21.9% |
| Cash | $1,451,164,713 | 22.2% |
| Equity - Exchange | $2,431,681,410 | 37.2% |
| U.S. Government/Agency | $1,222,377,483 | 18.7% |
| Total | $6,536,777,985 | 100.0% |