# Hepworth Equity Partners, LLC

> Hepworth Equity Partners, LLC is an SEC-registered investment advisory firm in Wolfeboro, NH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 145774
- Filed as: HEPWORTH EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wolfeboro, NH
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145774
- AdvisorCensus page: https://advisorcensus.com/firm/hepworth-equity-partners-llc-wolfeboro-nh-145774

## Quick answers

**How is Hepworth Equity Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hepworth Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hepworth Equity Partners, LLC located?**
Hepworth Equity Partners, LLC's principal office is in Wolfeboro, NH, according to its Form ADV.

**Is Hepworth Equity Partners, LLC registered with the SEC or a state?**
Hepworth Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145774.

**How much does Hepworth Equity Partners, LLC manage?**
Hepworth Equity Partners, LLC reports $135,594,276 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Hepworth Equity Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Hepworth Equity Partners, LLC: Regulatory assets under management: $120,000,000 in the October 2025 data and $135,594,276 in the October 2026 data, up 13%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hepworth Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (127).

**Does Hepworth Equity Partners, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145774

**What changed in Hepworth Equity Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $120,000,000 to $135,594,276 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $135,594,276
- Discretionary: $135,594,276
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $54,828,924 |
| High net worth individuals | 127 | $80,765,352 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MA, NH, NJ, NY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145774

### Websites listed on Form ADV (Item 1.I)
- hepworthequitypartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $120,000,000 | 2 | March 31, 2025 |
| October 2026 | $135,594,276 | 2 | March 10, 2026 |

Regulatory assets under management: $120,000,000 in the October 2025 data and $135,594,276 in the October 2026 data, up 13%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $120,000,000 to $135,594,276 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hepworth Equity Partners, LLC (CRD 145774): Form ADV filing data as of October 2026.