HEPWORTH EQUITY PARTNERS, LLC

CRD #145774 SEC #801-131607 WOLFEBORO, NH 603-819-5323

SEC Registered

Total AUM

$120M

Discretionary

$120M

Employees

Clients

Accounts

391

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER AND PRESIDENT	D	Control
CHEN, BONNIE	I	MEMBER AND PRESIDENT	D	Control
CHEN, BONNIE	I	MEMBER	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
CHEN, BONNIE	I	MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
HEPWORTH, MICHAEL, E	I	PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (5)

HI MA NH NJ NY

Address

39 HARBOR WAY, NO.18
WOLFEBORO, NH 03894
United States

Phone: 603-819-5323