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Private equityFirmbuyoutlower middle market

HEP Management Corporation

Private Equity

New York, NY

The HEP Fund partners with organizations at the forefront of transforming the healthcare industry, to improve the delivery of healthcare.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4dacb09f-b609-4a71-9dc7-f69150f8d5d9

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 19
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Hep Management Corporation

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

HEP MANAGEMENT CORPORATION

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 4
PE funds: 4
Vintages: 2018 to 2022
PE GAV, 2024 filing: $423Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $420M
Investments: 2
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.42bn Private Equity Fund GAV on the Form ADV filed 2024-03-14
Stated sectors: healthcare
Stated control: minority
Latest ADV filing: Mar 14, 2024
Employees (ADV): 7
Website: hepfund.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Health Enterprise Partners IV, L.P.	2022	Unknown	Private Equity Fund	n/a	$202M
Health Enterprise Partners III, LP	2018	Successor fundraising	Private Equity Fund	n/a	$156M
Health Enterprise Partners II, LP	n/a	Harvest	Private Equity Fund	n/a	$59.2M
Health Enterprise Partners, L.P.	n/a	Unknown	Private Equity Fund	n/a	$5.7M

Investments

Company	State	Role	Control	Invested	Exited	Status
Carta	n/a	unknown	unknown	n/a	n/a	unknown
Kieffer Consulting	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (30)

→ Steve FilchockPersonTechnology Advisor
factThe subject's own site
→ Samir MalikPersonHEP Executive Partner
factThe subject's own site
→ Mark McAdooPersonHEP Executive Partner
factThe subject's own site
→ Phil OkalaPersonHEP Executive Partner
factThe subject's own site
→ Laura HarriganPersonBusiness Operations Manager
factThe subject's own site
→ Rick StowePersonCo-Founder & Partner Emeritus
factThe subject's own site
→ Bob McParlandPersonFinancial Advisor
factThe subject's own site
→ Michael TaylorPersonHEP Executive Partner
factThe subject's own site
→ Dave TamburriPersonManaging Partner
factThe subject's own site
→ Ezra Borinsky MehlmanPersonDirector
Dec 1, 2019 to presentfactForm ADV, The subject's own site
→ Jessie GentilPersonPrincipal
factThe subject's own site
→ Michelle KauffmanPersonSenior Associate
factThe subject's own site
→ Scott Alan WhytePersonChief Compliance Officer, Partner
Jun 1, 2023 to presentfactForm ADV, The subject's own site
→ Culver DuquettePersonSenior Associate
factThe subject's own site
→ Tracy SouthPersonOperating Partner
factThe subject's own site
→ Roland LyonPersonOperating Partner
factThe subject's own site
→ Lynn Marie WeldPersonChief Financial Officer
Oct 1, 2020 to presentfactForm ADV, The subject's own site
→ Bill KopitkePersonExecutive-in-Residence
factThe subject's own site
→ Jeff ButlerPersonHEP Executive Partner
factThe subject's own site
→ Tom CasselsPersonHEP Executive Partner
factThe subject's own site
→ Vita CassesePersonHEP Executive Partner
factThe subject's own site
→ Natasha DeckmannPersonMd
factThe subject's own site
→ Steve LefarPersonHEP Executive Partner
factThe subject's own site
→ Holly LorenzPersonHEP Executive Partner
factThe subject's own site
→ Bill LuciaPersonHEP Executive Partner
factThe subject's own site
→ David Patrick TamburriPersonDirector
Feb 1, 2012 to presentfactForm ADV
→ Richard Houghton StowePersonPresident / Secretary / Director
Feb 1, 2004 to presentfactForm ADV
→ Peter B TedescoPersonChief Compliance Officer / Director
Mar 1, 2018 to Jun 30, 2023inferenceForm ADV
→ Robert Branden SchulzPersonTreasurer / Director
Feb 1, 2012 to Mar 22, 2021inferenceForm ADV
→ Daniel Matthew CainPersonManager
Feb 1, 2004 to Mar 4, 2017inferenceForm ADV

Invested in (2)

→ Kieffer ConsultingCompanyunknown
factThe subject's own site
→ CartaCompanyunknown
factThe subject's own site

Manages (4)

→ Health Enterprise Partners IV, L.P.FundPrivate Equity Fund
Mar 25, 2022 to presentfactForm ADV
→ Health Enterprise Partners, L.P.FundPrivate Equity Fund
Feb 27, 2012 to presentfactForm ADV
→ Health Enterprise Partners II, LPFundPrivate Equity Fund
Oct 9, 2012 to presentfactForm ADV
→ Health Enterprise Partners III, LPFundPrivate Equity Fund
Mar 28, 2018 to presentfactForm ADV

Dated events

7 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 8, 2026
Firm news
Pivot Point Consulting Appoints Terri LeFort as Chief Executive Officer to Lead Next Chapter of Growth and Innovation
The subject's own siteobserved 3 days ago
Occurred
May 5, 2026
Firm news
Alerion Advisors Appoints Jason Montrie as Chief Executive Officer, Accelerating Its Vision to Build the Leading Integrated Service and Technology Platform for Health Plans and Partners
The subject's own siteobserved 3 days ago
Occurred
Feb 17, 2026
Firm news
Pivot Point Consulting Emerges as a Unified Healthcare IT Powerhouse Following Its Acquisition by Innovative Consulting Group
The subject's own siteobserved 3 days ago
Occurred
Jan 12, 2026
Firm news
Health Enterprise Partners Appoints Healthcare Industry Veteran Roland Lyon as Operating Partner
The subject's own siteobserved 3 days ago
Occurred
Jun 30, 2023
Person left
Peter B Tedesco (Chief Compliance Officer / Director) no longer on Schedule A of HEP Management Corporation
Form ADVobserved 7 days ago
Occurred
Jun 1, 2023
Person joined
Scott Alan Whyte joined Schedule A of HEP Management Corporation as Chief Compliance Officer, Partner
Form ADVobserved 7 days ago
Occurred
Mar 22, 2021
Person left
Robert Branden Schulz (Treasurer / Director) no longer on Schedule A of HEP Management Corporation
Form ADVobserved 7 days ago
Occurred
Jan 1, 2021
Person joined
Lynn Marie Weld joined Schedule A of HEP Management Corporation as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Dec 1, 2019
Person joined
Ezra Borinsky Mehlman joined Schedule A of HEP Management Corporation as Managing Partner
Form ADVobserved 7 days ago
Occurred
Mar 1, 2018
Person joined
Peter B Tedesco joined Schedule A of HEP Management Corporation as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Mar 4, 2017
Person left
Daniel Matthew Cain (Manager) no longer on Schedule A of HEP Management Corporation
Form ADVobserved 7 days ago
Occurred
Feb 27, 2012
Adviser first adv filing
HEP Management Corporation first filed Form ADV in the extract (ERA)
Form ADVobserved 7 days ago

Show 7 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Wildflower Health Acquires Every Mother, Expanding Access to Core & Pelvic Floor Care Across Pregnancy, Postpartum and Midlife
First seen by DFX
Sep 17, 2026
date not stated
NOCD Announces Noto As New Parent Brand, Acquires Rebound Health for PTSD
Occurred
Mar 31, 2026
HEP Management Corporation: Private Equity Funds on Form ADV 4 (2024 extract) -> 3 (roster 2026-09-01)
Occurred
Mar 25, 2022
Health Enterprise Partners IV, L.P. first reported on Form ADV by HEP Management Corporation (Private Equity Fund), GAV $130,583,756
Occurred
Mar 28, 2018
Health Enterprise Partners III, LP first reported on Form ADV by HEP Management Corporation (Private Equity Fund), GAV $137,424,000
Occurred
Oct 9, 2012
Health Enterprise Partners II, LP first reported on Form ADV by HEP Management Corporation (Private Equity Fund), GAV $66,000,000
Occurred
Feb 27, 2012
Health Enterprise Partners, L.P. first reported on Form ADV by HEP Management Corporation (Private Equity Fund), GAV $70,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Steve Filchock
Technology Advisor · Revealable: 1 professional profile (firm website)
Samir Malik
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Mark McAdoo
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Phil Okala
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Laura Harrigan
Business Operations Manager · Revealable: 1 professional profile (firm website)
Rick Stowe
Co-Founder & Partner Emeritus · Revealable: 1 professional profile (firm website)
Bob McParland
Financial Advisor · Revealable: 1 professional profile (firm website)
Michael Taylor
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Dave Tamburri
Managing Partner · Revealable: 1 professional profile (firm website)
Ezra Borinsky Mehlman
Director · Revealable: 1 professional profile (firm website)
Jessie Gentil
Principal · Revealable: 1 professional profile (firm website)
Michelle Kauffman
Senior Associate · Revealable: 1 professional profile (firm website)
Scott Alan Whyte
Chief Compliance Officer, Partner · Revealable: 1 professional profile (firm website)
Culver Duquette
Senior Associate · Revealable: 1 professional profile (firm website)
Tracy South
Operating Partner · Revealable: 1 professional profile (firm website)
Roland Lyon
Operating Partner · Revealable: 1 professional profile (firm website)
Lynn Marie Weld
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Bill Kopitke
Executive-in-Residence · Revealable: 1 professional profile (firm website)
Jeff Butler
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Tom Cassels
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Vita Cassese
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Natasha Deckmann
MD · Revealable: 1 professional profile (firm website)
Steve Lefar
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Holly Lorenz
HEP Executive Partner · Revealable: 1 professional profile (firm website)
Bill Lucia
HEP Executive Partner · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): David Patrick Tamburri (Director), Richard Houghton Stowe (President / Secretary / Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:4dacb09f-b609-4a71-9dc7-f69150f8d5d9
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HEP Management Corporation

Private Equity

New York, NY

The HEP Fund partners with organizations at the forefront of transforming the healthcare industry, to improve the delivery of healthcare.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4dacb09f-b609-4a71-9dc7-f69150f8d5d9

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Health Enterprise Partners IV, L.P.

2022

Unknown

Private Equity Fund

n/a

$202M

Health Enterprise Partners III, LP

2018

Successor fundraising

Private Equity Fund

n/a

$156M

Health Enterprise Partners II, LP

n/a

Harvest

Private Equity Fund

n/a

$59.2M

Health Enterprise Partners, L.P.

n/a

Unknown

Private Equity Fund

n/a

$5.7M

Company

State

Role

Control

Invested

Exited

Status

Carta

n/a

unknown

n/a

unknown

Kieffer Consulting

n/a

unknown

n/a

unknown