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Portfolio Manager, Managing Member, Chief Compliance Officer · Hepworth Equity Partners, LLC

Michael E Hepworth

CRD 2448444 · Named on Form ADV at one SEC-registered adviser

At a glance

Hepworth Equity Partners, LLC, an SEC-registered wealth manager with $136 million in regulatory assets, lists Michael E Hepworth on its Form ADV as Portfolio Manager, Managing Member, Chief Compliance Officer, a control person.

Firms and roles

  • Hepworth Equity Partners, LLCPortfolio Manager, Managing Member, Chief Compliance OfficerWealth manager · United States · $136M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bonnie ChenMember, Managing Director of Investor Relations, Hepworth Equity Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.