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HEP MANAGEMENT CORPORATION

NEW YORK, NY · CRD 161855 · IAPD ↗ · 646-217-4515

$426.6MRegulatory AUM
8Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — HEP MANAGEMENT CORPORATION grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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