Hep Partners LLC

Hep Partners LLC (CRD# 161386) is a financial advisory firm headquartered in Dallas, TX. They manage $327,351,666 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2200 Ross Avenue, Suite 4600w, Dallas, TX 75201
https://www.hicksholdings.com
By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $29,759,242
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Hep Partners LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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