HEP PARTNERS LLC
CRD #161386 SEC #801-74116 DALLAS, TX 214-615-2300
SEC Registered Private Funds
Total AUM
$208.3M
Discretionary
$208.3M
Employees
9
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $208.3M | $208.3M | $0 | 9 | 0 |
| Mar 2025 | $208.3M | $208.3M | $0 | 9 | 0 |
| Jan 2025 | $221.4M | $221.4M | $0 | 9 | 0 |
| May 2024 | $221.4M | $221.4M | $0 | 9 | 0 |
| Mar 2024 | $327.4M | $327.4M | $0 | 9 | 0 |
| Mar 2023 | $358.7M | $358.7M | $0 | 10 | 0 |
| Apr 2022 | $344.6M | $344.6M | $0 | 19 | 0 |
| Mar 2022 | $350.3M | $350.3M | $0 | 19 | 0 |
| Sep 2021 | $153.2M | $153.2M | $0 | 20 | 0 |
| Mar 2021 | $153.2M | $153.2M | $0 | 20 | 0 |
| Nov 2020 | $264.4M | $264.4M | $0 | 20 | 0 |
| Mar 2020 | $264.4M | $264.4M | $0 | 20 | 0 |
| Sep 2019 | $249.4M | $249.4M | $0 | 21 | 0 |
| Apr 2019 | $249.4M | $249.4M | $0 | 21 | 0 |
| Mar 2019 | $235.5M | $235.5M | $0 | 21 | 0 |
| Nov 2018 | $172.5M | $172.5M | $0 | 21 | 0 |
| May 2018 | $170.4M | $170.4M | $0 | 21 | 0 |
| Mar 2018 | $170.9M | $170.9M | $0 | 21 | 0 |
| Apr 2017 | $110M | $110M | $0 | 25 | 11 |
| Mar 2017 | $110M | $110M | $0 | 25 | 11 |
| Apr 2016 | $76.1M | $76.1M | $0 | 23 | 1 |
| Mar 2016 | $76.1M | $76.1M | $0 | 23 | 1 |
| Mar 2015 | $116.3M | $116.3M | $0 | 22 | 1 |
| Mar 2014 | $111.1M | $111.1M | $0 | 37 | 1 |
| Apr 2013 | $134.8M | $134.8M | $0 | 34 | 1 |
| Aug 2012 | $273.6M | $273.6M | $0 | -- | 1 |
| Feb 2012 | $273.6M | $273.6M | $0 | -- | 1 |
DateApr 2025
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2025
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$327.4M
Discretionary$327.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$358.7M
Discretionary$358.7M
Non-Disc.$0
Employees10
Clients0
DateApr 2022
Total AUM$344.6M
Discretionary$344.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$350.3M
Discretionary$350.3M
Non-Disc.$0
Employees19
Clients0
DateSep 2021
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees20
Clients0
DateNov 2020
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees20
Clients0
DateMar 2020
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees20
Clients0
DateSep 2019
Total AUM$249.4M
Discretionary$249.4M
Non-Disc.$0
Employees21
Clients0
DateApr 2019
Total AUM$249.4M
Discretionary$249.4M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees21
Clients0
DateNov 2018
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees21
Clients0
DateMay 2018
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees21
Clients0
DateMar 2018
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees21
Clients0
DateApr 2017
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees25
Clients11
DateMar 2017
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees25
Clients11
DateApr 2016
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees23
Clients1
DateMar 2016
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees23
Clients1
DateMar 2015
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees22
Clients1
DateMar 2014
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees37
Clients1
DateApr 2013
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees34
Clients1
DateAug 2012
Total AUM$273.6M
Discretionary$273.6M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$273.6M
Discretionary$273.6M
Non-Disc.$0
Employees--
Clients1