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HEP MANAGEMENT CORPORATION

CRD 161855 · SEC 801-78087

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565 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10017-2470, United States

Phone

646-217-4515

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$426.6M

Discretionary AUM

$426.6M

Team

9 total employees; 8 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)PORTFOLIO COMPANY OVERSIGHT & MANAGEMENT

Client types

TypeClientsAUM
Pooled investment vehicles3$426.6M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD