Hep Partners LLC

Fee-Only (% of Portfolio)

HEP Partners, located in Dallas, Texas, manages investments for affiliated private investment limited partnerships. HEP Partners investigates, researches, identifies, and evaluates investment opportunities, structures and negotiates investments, manages the performance of such investments, and disposes of such investments. HEP Partners focuses on acquisitions in the middle market, with enterprise values ranging from $5 million to $200 million or more.

Assets Under Management$210M
Clients11
AdvisorsN/A
Avg. per Client$19M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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