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HEP MANAGEMENT CORPORATION
CRD 161855 · SEC 801-78087
565 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10017-2470, United States
Phone
646-217-4515
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $426.6M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD