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HEP PARTNERS LLC

DALLAS, TX · CRD 161386 · IAPD ↗ · 214-615-2300

$257.9MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
June 2024 — HEP PARTNERS LLC reported RAUM down 32% ($327.4M -> $221.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — HEP PARTNERS LLC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.