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Hepworth Equity Partners, LLC (Wolfeboro)


Hepworth Equity Partners, LLC is an adviser based in Wolfeboro. It manages $41.31 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Massachusetts, New Hampshire, New Jersey, and New York.

Hepworth Equity Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hepworth Equity Partners: assets under management

The assets under management (AUM) of Hepworth Equity Partners, LLC is $41.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.04 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hepworth Equity Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wolfeboro

The principal office where Hepworth Equity Partners, LLC performs its advisory services is located at 39 18 Harbor Way, Wolfeboro, NH 03894 The mailing address of the firm is 39 18 Harbor Way, Wolfeboro, NH 03894. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-618-1588 or by fax 888-505-3391. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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