Active
HEPWORTH EQUITY PARTNERS, LLC
Investment Advice|WOLFEBORO, NH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$120M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 120.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 145774 |
| SEC Number | 801-131607 |
| Street Address | 39 HARBOR WAY, NO.18 |
| Location | WOLFEBORO, NH 03894 |
| Country | United States |
| Phone | 603-819-5323 |
| Total Employees | 2 |
Client Count by Type (391 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 308 |
| Individuals (other than H… | 83 |
Community Partners
CONWAY HISTORICAL SOCIETY
COUNTY OF CARROLL
FISHERVILLE ON WOLFEBORO BAY
HALES LOCATION UNINCORPORATED PLACE
TOWN OF ALBANY
TOWN OF BARTLETT
TOWN OF BROOKFIELD
TOWN OF CHATHAM
TOWN OF CONWAY
TOWN OF EATON
TOWN OF EFFINGHAM
TOWN OF FREEDOM
TOWN OF HARTS LOCATION
TOWN OF JACKSON
TOWN OF MADISON
TOWN OF MOULTONBOROUGH
TOWN OF SANDWICH
TOWN OF TAMWORTH
TOWN OF TUFTONBORO
TOWN OF WAKEFIELD
CONWAY HISTORICAL SOCIETY
COUNTY OF CARROLL
FISHERVILLE ON WOLFEBORO BAY
HALES LOCATION UNINCORPORATED PLACE
TOWN OF ALBANY
TOWN OF BARTLETT
TOWN OF BROOKFIELD
TOWN OF CHATHAM
TOWN OF CONWAY
TOWN OF EATON
TOWN OF EFFINGHAM
TOWN OF FREEDOM
TOWN OF HARTS LOCATION
TOWN OF JACKSON
TOWN OF MADISON
TOWN OF MOULTONBOROUGH
TOWN OF SANDWICH
TOWN OF TAMWORTH
TOWN OF TUFTONBORO
TOWN OF WAKEFIELD
CONWAY HISTORICAL SOCIETY
COUNTY OF CARROLL
FISHERVILLE ON WOLFEBORO BAY
HALES LOCATION UNINCORPORATED PLACE
TOWN OF ALBANY
TOWN OF BARTLETT
TOWN OF BROOKFIELD
TOWN OF CHATHAM
TOWN OF CONWAY
TOWN OF EATON
TOWN OF EFFINGHAM
TOWN OF FREEDOM
TOWN OF HARTS LOCATION
TOWN OF JACKSON
TOWN OF MADISON
TOWN OF MOULTONBOROUGH
TOWN OF SANDWICH
TOWN OF TAMWORTH
TOWN OF TUFTONBORO
TOWN OF WAKEFIELD
Municipal Government
22 Active
22
Organizations
BARTLETT VILLAGE WATER PRECINCT
CARROLL COUNTY CONSERVATION DISTRICT
CENTER CONWAY FIRE PRECINCT
CENTER OSSIPEE FIRE PRECINCT
CONWAY VILLAGE FIRE DISTRICT
EAST CONWAY VILLAGE FIRE DISTRICT
EIDELWEISS VILLAGE DISTRICT
FREEDOM VILLAGE WATER PRECINCT
FREEDOM VOLUNTEER FIRE-RESCUE DEPARTMENT
JACKSON WATER PRECINCT
KEARSARGE LIGHTING PRECINCT
LOWER BARTLETT WATER PRECINCT
OSSIPEE CORNER LIGHT AND POWER PRECINCT
REDSTONE FIRE DISTRICT
SANBORNVILLE WATER PRECINCT
WEST OSSIPEE FIRE PRECIN
WEST OSSIPEE FIRE PRECINCT
BARTLETT VILLAGE WATER PRECINCT
CARROLL COUNTY CONSERVATION DISTRICT
CENTER CONWAY FIRE PRECINCT
CENTER OSSIPEE FIRE PRECINCT
CONWAY VILLAGE FIRE DISTRICT
EAST CONWAY VILLAGE FIRE DISTRICT
EIDELWEISS VILLAGE DISTRICT
FREEDOM VILLAGE WATER PRECINCT
FREEDOM VOLUNTEER FIRE-RESCUE DEPARTMENT
JACKSON WATER PRECINCT
KEARSARGE LIGHTING PRECINCT
LOWER BARTLETT WATER PRECINCT
OSSIPEE CORNER LIGHT AND POWER PRECINCT
REDSTONE FIRE DISTRICT
SANBORNVILLE WATER PRECINCT
WEST OSSIPEE FIRE PRECIN
WEST OSSIPEE FIRE PRECINCT
BARTLETT VILLAGE WATER PRECINCT
CARROLL COUNTY CONSERVATION DISTRICT
CENTER CONWAY FIRE PRECINCT
CENTER OSSIPEE FIRE PRECINCT
CONWAY VILLAGE FIRE DISTRICT
EAST CONWAY VILLAGE FIRE DISTRICT
EIDELWEISS VILLAGE DISTRICT
FREEDOM VILLAGE WATER PRECINCT
FREEDOM VOLUNTEER FIRE-RESCUE DEPARTMENT
JACKSON WATER PRECINCT
KEARSARGE LIGHTING PRECINCT
LOWER BARTLETT WATER PRECINCT
OSSIPEE CORNER LIGHT AND POWER PRECINCT
REDSTONE FIRE DISTRICT
SANBORNVILLE WATER PRECINCT
WEST OSSIPEE FIRE PRECIN
WEST OSSIPEE FIRE PRECINCT
Special District
17 Active
17
Organizations
ALBANY TOWN SCH DIST
BARTLETT TOWN SCH DIST
CHATHAM TOWN SCH DIST
CONWAY TOWN SCH DIST
EATON TOWN SCH DIST
FREEDOM TOWN SCH DIST
GOVERNOR WENTWORTH REG SCHOOL DIST
JACKSON TOWN SCH DIST
MADISON TOWN SCH DIST
MOULTONBOROUGH SCH DIST
SCHOOL ADMINISTRATIVE UNIT 13
TAMWORTH TOWN SCH DIST
WAKEFIELD SCHOOL DISTRICT SAU # 101
WAKEFIELD TOWN SCH DIST
ALBANY TOWN SCH DIST
BARTLETT TOWN SCH DIST
CHATHAM TOWN SCH DIST
CONWAY TOWN SCH DIST
EATON TOWN SCH DIST
FREEDOM TOWN SCH DIST
GOVERNOR WENTWORTH REG SCHOOL DIST
JACKSON TOWN SCH DIST
MADISON TOWN SCH DIST
MOULTONBOROUGH SCH DIST
SCHOOL ADMINISTRATIVE UNIT 13
TAMWORTH TOWN SCH DIST
WAKEFIELD SCHOOL DISTRICT SAU # 101
WAKEFIELD TOWN SCH DIST
ALBANY TOWN SCH DIST
BARTLETT TOWN SCH DIST
CHATHAM TOWN SCH DIST
CONWAY TOWN SCH DIST
EATON TOWN SCH DIST
FREEDOM TOWN SCH DIST
GOVERNOR WENTWORTH REG SCHOOL DIST
JACKSON TOWN SCH DIST
MADISON TOWN SCH DIST
MOULTONBOROUGH SCH DIST
SCHOOL ADMINISTRATIVE UNIT 13
TAMWORTH TOWN SCH DIST
WAKEFIELD SCHOOL DISTRICT SAU # 101
WAKEFIELD TOWN SCH DIST
School District
14 Active
14
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABENAKI BOYS LACROSSE CLUB
Abenaki Outing Club
ACTON WAKEFIELD WATERSHEDS ALLIANCE
ADVANCED LIFE SUPPORT INSTITUTE INC
ADVANCING CANCER TREATMENT
AFGHAN CHILDRENS PROJECT
ALBANY HISTORICAL SOCIETY
ALTRUSA INTERNATIONAL INC
ALTRUSA INTERNATIONAL OF CARROLL COUNTY
AMAZI INTERNATIONAL INC
AMERICAN COLLEGE OF DENTISTS
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION RALPH W SHIRLEY POST 46
AMERICANS FOR CONSTITUTIONAL LIBERTY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABENAKI BOYS LACROSSE CLUB
Abenaki Outing Club
ACTON WAKEFIELD WATERSHEDS ALLIANCE
ADVANCED LIFE SUPPORT INSTITUTE INC
ADVANCING CANCER TREATMENT
AFGHAN CHILDRENS PROJECT
ALBANY HISTORICAL SOCIETY
ALTRUSA INTERNATIONAL INC
ALTRUSA INTERNATIONAL OF CARROLL COUNTY
AMAZI INTERNATIONAL INC
AMERICAN COLLEGE OF DENTISTS
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION RALPH W SHIRLEY POST 46
AMERICANS FOR CONSTITUTIONAL LIBERTY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABENAKI BOYS LACROSSE CLUB
Abenaki Outing Club
ACTON WAKEFIELD WATERSHEDS ALLIANCE
ADVANCED LIFE SUPPORT INSTITUTE INC
ADVANCING CANCER TREATMENT
AFGHAN CHILDRENS PROJECT
ALBANY HISTORICAL SOCIETY
ALTRUSA INTERNATIONAL INC
ALTRUSA INTERNATIONAL OF CARROLL COUNTY
AMAZI INTERNATIONAL INC
AMERICAN COLLEGE OF DENTISTS
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION RALPH W SHIRLEY POST 46
AMERICANS FOR CONSTITUTIONAL LIBERTY INC
Nonprofit Organization
487 Active
487
Organizations
Community Partners103 organizations
CONWAY HISTORICAL SOCIETY
Municipal Government·CONWAY
FISHERVILLE ON WOLFEBORO BAY
Municipal Government·WOLFEBORO
HALES LOCATION UNINCORPORATED PLACE
Municipal Government·HALES LOCATION
TOWN OF BROOKFIELD
Municipal Government·BROOKFIELD
TOWN OF CHATHAM
Municipal Government·CHATHAM
TOWN OF EFFINGHAM
Municipal Government·EFFINGHAM
TOWN OF JACKSON
Municipal Government·JACKSON
TOWN OF MADISON
Municipal Government·MADISON
VILLAGE DISTRICT OF EIDELWEISS
Municipal Government·MADISON
BARTLETT VILLAGE WATER PRECINCT
Special District·BARTLETT
CARROLL COUNTY CONSERVATION DISTRICT
Special District·CONWAY
CENTER CONWAY FIRE PRECINCT
Special District·CTR CONWAY
CENTER OSSIPEE FIRE PRECINCT
Special District·CENTER OSSIPEE
CONWAY VILLAGE FIRE DISTRICT
Special District·CONWAY
EAST CONWAY VILLAGE FIRE DISTRICT
Special District·CENTER CONWAY
FREEDOM VILLAGE WATER PRECINCT
Special District·FREEDOM
FREEDOM VOLUNTEER FIRE-RESCUE DEPARTMENT
Special District·FREEDOM
JACKSON WATER PRECINCT
Special District·JACKSON
KEARSARGE LIGHTING PRECINCT
Special District·KEARSARGE
OSSIPEE CORNER LIGHT AND POWER PRECINCT
Special District·OSSIPEE
REDSTONE FIRE DISTRICT
Special District·CENTER CONWAY
SANBORNVILLE WATER PRECINCT
Special District·SANBORNVILLE
WEST OSSIPEE FIRE PRECIN
Special District·WEST OSSIPEE
WEST OSSIPEE FIRE PRECINCT
Special District·WEST OSSIPEE
SCHOOL ADMINISTRATIVE UNIT 13
School District·TAMWORTH
WAKEFIELD SCHOOL DISTRICT SAU # 101
School District·SANBORNVILLE
WAKEFIELD TOWN SCH DIST
School District·UNION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Conway
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Conway
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Conway
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Conway
ABENAKI BOYS LACROSSE CLUB
Nonprofit Organization·Wolfeboro
Abenaki Outing Club
Nonprofit Organization·Wolfeboro
ACTON WAKEFIELD WATERSHEDS ALLIANCE
Nonprofit Organization·UNION
ADVANCED LIFE SUPPORT INSTITUTE INC
Nonprofit Organization·CENTER CONWAY
ADVANCING CANCER TREATMENT
Nonprofit Organization·MOULTONBOROUGH
AFGHAN CHILDRENS PROJECT
Nonprofit Organization·Wolfeboro
ALBANY HISTORICAL SOCIETY
Nonprofit Organization·Albany
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Tamworth
ALTRUSA INTERNATIONAL OF CARROLL COUNTY
Nonprofit Organization·TAMWORTH
AMAZI INTERNATIONAL INC
Nonprofit Organization·Madison
AMERICAN COLLEGE OF DENTISTS
Nonprofit Organization·Ossipee
AMERICAN LEGION
Nonprofit Organization·WOLFEBORO
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Wolfeboro Falls
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Madison
AMERICAN LEGION RALPH W SHIRLEY POST 46
Nonprofit Organization·CONWAY
AMERICANS FOR CONSTITUTIONAL LIBERTY INC
Nonprofit Organization·SILVER LAKE
AMERICAN THORACIC SOCIETY INC
Nonprofit Organization·Moultonborough
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Wolfeboro
AMES POINT BOAT HOUSE C/O JOHN CLEVELAND
Nonprofit Organization·TAMWORTH
AMMERMAN FAMILY FOUNDATION
Nonprofit Organization·CONWAY
Anchored Mission Inc
Nonprofit Organization·Wolfeboro
ANNIE FORTS UP SYNDROME FUND INC
Nonprofit Organization·Moultonborough
ARTS COUNCIL OF TAMWORTH
Nonprofit Organization·Tamworth
ASSISTANCE CANINE TRAINING
Nonprofit Organization·CENTER CONWAY
ASSISTANCE CANINE TRAINING SERVICES INC
Nonprofit Organization·CENTER CONWAY
ATTITASH SPORTS CLUB
Nonprofit Organization·TAMWORTH
BACK BAY HOCKEY ASSOCIATION INC
Nonprofit Organization·WOLFEBORO
BALI EDUCATION FUND
Nonprofit Organization·Wolfeboro
BALSAMS CULINARY SCHOOL INC
Nonprofit Organization·Center Conway
BARTLETT ATHLETIC AND RECREATION
Nonprofit Organization·BARTLETT
BARTLETT HISTORICAL SOCIETY
Nonprofit Organization·Bartlett
BARTLETT ROUNDHOUSE PRESERVATION
Nonprofit Organization·BARTLETT
BELIEVE IN BOOKS LITERACY FOUNDATION
Nonprofit Organization·INTERVALE
BETTY C KETCHUM FOUNDATION
Nonprofit Organization·CENTER CONWAY
BIRCH ISLAND CORP
Nonprofit Organization·Moultonborough
BLACK BEAR CONSERVATION FOUNDATION
Nonprofit Organization·Tamworth
Black Tulip
Nonprofit Organization·Moultonborough
BLAKE FOLSOM CHARITABLE TR
Nonprofit Organization·WOLFEBORO
BLUE RIDGE BEARS INC
Nonprofit Organization·Conway
BREAKTHROUGH ACADEMY CHARTERED PUBLIC SCHOOL INC
Nonprofit Organization·Conway
Brewster Academy
Nonprofit Organization·Wolfeboro
BUILDING DREAMS INC
Nonprofit Organization·CENTER CONWAY
BUSHEE THORNE MOUNTAIN RETREAT CORP
Nonprofit Organization·Bartlett
CAMP BELKNAP FOUNDATION INC
Nonprofit Organization·WOLFEBORO
CAMP TECUMSEH INC
Nonprofit Organization·MOULTONBOROUGH
CAMP TOHKOMEUPOG ALUMNI ASSOCIATION
Nonprofit Organization·Madison