HEP MANAGEMENT CORPORATION

RIASEC RegisteredEst. 2013
Total AUM
$427M
Discretionary
$427M
100% of AUM
Avg account
$142M
Accounts
3
Employees
9
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161855
Registered since
June 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HEP Management Corporation is a private equity fund manager that serves institutional investors through pooled investment vehicles. Registered with the SEC in 2013, the firm acts as sponsor, general partner and managing member of its funds, providing portfolio management for closed-ended vehicles rather than acting as a broad capital allocator. Its business model centers on fee income that combines a percentage-of-assets management fee with performance-based compensation. The firm’s investment focus is concentrated: the bulk of activity sits in private equity and real estate strategies, deployed through the firm’s own private funds. HEP Management Corporation does not present itself as an ESG-driven manager and operates from a single-state footprint rather than as a multi-state adviser. Given the sponsor/GP orientation, the firm’s investment decisions appear oriented toward control or partnership-style private investments and real estate transactions executed within its pooled fund structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Lynn Weld

    Chief Financial OfficerCRD 7335978

Contacts

3 of 3
  • DAVID TAMBURRI

    Managing PartnerCRD 6032465

  • EZRA MEHLMAN

    Managing PartnerCRD 7238587

  • Scott Whyte

    PartnerCRD 7755559

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
565 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth