RIA Intel›Advisers›Texas›HEP PARTNERS LLC

HEP PARTNERS LLC

Fund Manager

N·DALLAS, TX

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$208M

1-Year AUM Growth

-38.3%

3-Year CAGR

+12.7%

Employees

6

Assets Under Management

Total AUM$208M

Discretionary AUM$208M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)-33.3%

Private Funds

Number of Private Funds11

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record24

First FilingFeb 14, 2012

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HEP PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.