# HEPWORTH EQUITY PARTNERS, LLC

HEPWORTH EQUITY PARTNERS, LLC of WOLFEBORO, NH is an SEC-registered investment adviser.

## Registration

- CRD: 145774
- Type: SEC-registered investment adviser
- SEC file number: 801-131607
- Location: 39 HARBOR WAY, NO.18, WOLFEBORO, NH, 03894
- Phone: 603-819-5323
- Latest filing: 2026-03-10
- Regulatory AUM: $135.6M
- Discretionary AUM: $135.6M
- Clients: 2
- Accounts: 421

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael E Hepworth | PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Bonnie Chen | MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS | — |
| HEPWORTH MICHAEL E | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| CHEN BONNIE | MEMBER; MEMBER AND PRESIDENT; MEMBER, MANAGING DIRECTOR OF INVESTOR RELATIONS | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2012-08-02 | regulatory | HEPWORTH EQUITY PARTNERS MOVED THE FIRM'S PRINCIPAL PLACE OF BUSINESS TO NEW HAMPSHIRE IN 2011. FROM 2011 TO 2012, DURING THIS TIME, THE FIRM'S INVESTMENT ADVISER REPRESENTATIVES WERE NOT PROPERLY LICENSED WITH THE STATE OF NEW HAMPSHIRE. | Final | $6K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145774/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145774/similar
- Related entities: https://search.stillhousedata.com/firm/145774/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145774

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.