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HEP MANAGEMENT CORPORATION

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$427M
1-Year AUM Growth
-8.7%
3-Year CAGR
+2.2%
Employees
8
Assets Under Management
Total AUM$427M
Discretionary AUM$427M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees8
Investment Advisers9
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record19
First FilingMay 14, 2013
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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