HEPWORTH EQUITY PARTNERS, LLC
CRD #145774 SEC #801-131607 WOLFEBORO, NH 603-819-5323
SEC Registered
Total AUM
$120M
Discretionary
$120M
Employees
2
Clients
--
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $120M | $120M | $0 | 2 | 0 |
| Jan 2025 | $120M | $120M | $0 | 2 | 0 |
| Jan 2025 | $120M | $120M | $0 | 2 | 0 |
| Jan 2025 | $120M | $120M | $0 | 2 | 0 |
| Dec 2024 | $120M | $120M | $0 | 2 | 0 |
| Dec 2024 | $120M | $120M | $0 | 2 | 0 |
| Nov 2024 | $120M | $120M | $0 | 2 | 0 |
| Oct 2012 | $41.3M | $41.3M | $0 | 1 | 200 |
| Oct 2012 | $41.3M | $41.3M | $0 | 1 | 200 |
| Jun 2012 | $41.3M | $41.3M | $0 | 1 | 200 |
| Mar 2012 | $41.3M | $41.3M | $0 | 1 | 200 |
| Apr 2011 | $35M | $35M | $0 | 5 | -- |
| Mar 2011 | $35M | $35M | $0 | 5 | -- |
| Aug 2010 | $35M | $35M | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--