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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

HEP MANAGEMENT CORPORATION

CRD 161855

NEW YORK, NY

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Search this name across graphsid dfx:ria:01366855-affe-83bc-3f31-d1e80b9e75a5

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 2
Observed: May 14, 2013 to Mar 31, 2026
22 observations

Across DFX

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

Private Equityidentity

HEP Management Corporation

Private equity manager · shared crd

Independent Sponsorsidentity

Hep Management Corporation

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $427MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $427M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $303M
SEC number: 801-78087
CRD: 161855
Filings on the tape: 22
First filed: May 14, 2013
Latest filed: Mar 31, 2026
Organised: Corporation, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HEALTH ENTERPRISE PARTNERS IV, L.P.	Private Equity Fund	$202M	Mar 14, 2024	64	Mar 25, 2022	reported	021-423323
HEALTH ENTERPRISE PARTNERS III, L.P.	Private Equity Fund	$156M	Mar 14, 2024	37	Mar 28, 2018	reported	021-283906
HEALTH ENTERPRISE PARTNERS II, L.P.	Private Equity Fund	$59.2M	Mar 14, 2024	50	Oct 9, 2012	reported	021-182083
HEALTH ENTERPRISE PARTNERS, L.P.	Private Equity Fund	$5.7M	Mar 14, 2024	30	Feb 27, 2012	reported	021-97062

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MEHLMAN, EZRA, BORINSKY	Director	C	yes	12/2019	Mar 10, 2020	Mar 14, 2024
STOWE, RICHARD, HOUGHTON	PRESIDENT / SECRETARY / DIRECTOR	A	yes	02/2004	May 14, 2013	Mar 14, 2024
TAMBURRI, DAVID, PATRICK	Director	C	yes	02/2012	May 14, 2013	Mar 14, 2024
WELD, LYNN, MARIE	CHIEF FINANCIAL OFFICER	Na	yes	10/2020	Feb 4, 2021	Mar 14, 2024
Whyte, Scott, Alan	CHIEF COMPLIANCE OFFICER, PARTNER	Na	yes	06/2023	Jun 30, 2023	Mar 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HEP ASSOCIATES II LLC	n/a	n/a	n/a	Y	yes	n/a
HEP ASSOCIATES III LLC	n/a	n/a	n/a	Y	yes	n/a
HEP ASSOCIATES IV LLC	n/a	n/a	n/a	Y	yes	n/a
HEP ASSOCIATES LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$427M	$427M	9	8	0	3	n/a
2024	Mar 31, 2025	$412M	$412M	9	8	0	4	n/a
2023	Mar 14, 2024	$420M	$420M	7	6	0	4	$423M
2022	Mar 29, 2023	$461M	$461M	8	7	0	4	$461M
2021	Mar 25, 2022	$460M	$460M	10	8	0	4	$460M
2020	Mar 22, 2021	$394M	$394M	10	8	0	3	$394M
2019	Mar 10, 2020	$346M	$346M	10	8	0	3	$346M
2018	Mar 22, 2019	$368M	$368M	9	7	0	3	$368M
2017	Mar 28, 2018	$360M	$360M	6	6	0	3	$360M
2016	Mar 4, 2017	$218M	$218M	9	5	n/a	2	$218M
2015	Feb 3, 2016	$223M	$223M	8	7	n/a	2	$223M
2014	Jan 28, 2015	$205M	$205M	7	6	n/a	2	$205M
2013	Mar 14, 2014	$215M	$215M	6	5	n/a	2	$215M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$427M	$412M	3.4%	$461M	-2.5%	9	9	0	0

Relationships

Advises (4)

→ HEALTH ENTERPRISE PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Feb 27, 2012 to presentfactForm ADV
→ HEALTH ENTERPRISE PARTNERS II, L.P.Private fundPrivate Equity Fund, IA
Oct 9, 2012 to presentfactForm ADV
→ HEALTH ENTERPRISE PARTNERS III, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ HEALTH ENTERPRISE PARTNERS IV, L.P.Private fundPrivate Equity Fund, IA
Mar 25, 2022 to presentfactForm ADV

Controls (5)

← STOWE, RICHARD, HOUGHTONOwnerPRESIDENT / SECRETARY / DIRECTOR, ownership code A, individual
May 14, 2013 to Mar 14, 2024factForm ADV
← TAMBURRI, DAVID, PATRICKOwnerDIRECTOR, ownership code C, individual
May 14, 2013 to Mar 14, 2024factForm ADV
← MEHLMAN, EZRA, BORINSKYOwnerDIRECTOR, ownership code C, individual
Mar 10, 2020 to Mar 14, 2024factForm ADV
← WELD, LYNN, MARIEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 4, 2021 to Mar 14, 2024factForm ADV
← Whyte, Scott, AlanOwnerCHIEF COMPLIANCE OFFICER, PARTNER, ownership code NA, individual
Jun 30, 2023 to Mar 14, 2024factForm ADV

Dated events

Occurred
Jun 30, 2023
Control person joined
Alan Scott Whyte (Chief Compliance Officer, Partner) appeared on Schedule A of Hep Management Corporation
Form ADVobserved 5 days ago
Occurred
Jun 30, 2023
Control person left
B Peter Tedesco (Chief Compliance Officer / Director) no longer on Schedule A of Hep Management Corporation (listed 2023-03-29, absent 2023-06-30)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2021
Control person left
Branden Robert Schulz (Treasurer / Director) no longer on Schedule A of Hep Management Corporation (listed 2021-02-04, absent 2021-03-22)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2021
Control person joined
Marie Lynn Weld (Chief Financial Officer) appeared on Schedule A of Hep Management Corporation
Form ADVobserved 5 days ago
Occurred
Mar 10, 2020
Control person joined
Borinsky Ezra Mehlman (Managing Partner) appeared on Schedule A of Hep Management Corporation
Form ADVobserved 5 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Hep Management Corporation reported RAUM $360.0M, up 65% from $218.2M (2017-03-04 to 2018-03-28)
Form ADVobserved 5 days ago
$142M
Occurred
May 14, 2013
First Form ADV filing
Hep Management Corporation filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01366855-affe-83bc-3f31-d1e80b9e75a5
First observed: May 14, 2013
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
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

CRD 161855

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01366855-affe-83bc-3f31-d1e80b9e75a5

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HEALTH ENTERPRISE PARTNERS IV, L.P.

Private Equity Fund

$202M

Mar 14, 2024

Mar 25, 2022

reported

021-423323

HEALTH ENTERPRISE PARTNERS III, L.P.

Private Equity Fund

$156M

Mar 14, 2024

Mar 28, 2018

reported

021-283906

HEALTH ENTERPRISE PARTNERS II, L.P.

Private Equity Fund

$59.2M

Mar 14, 2024

Oct 9, 2012

reported

021-182083

HEALTH ENTERPRISE PARTNERS, L.P.

Private Equity Fund

$5.7M

Mar 14, 2024

Feb 27, 2012

reported

021-97062

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEHLMAN, EZRA, BORINSKY

Director

yes

12/2019

Mar 10, 2020

Mar 14, 2024

STOWE, RICHARD, HOUGHTON

PRESIDENT / SECRETARY / DIRECTOR

yes

02/2004

May 14, 2013

Mar 14, 2024

TAMBURRI, DAVID, PATRICK

Director

yes

02/2012

May 14, 2013

Mar 14, 2024

WELD, LYNN, MARIE

CHIEF FINANCIAL OFFICER

yes

10/2020

Feb 4, 2021

Mar 14, 2024

Whyte, Scott, Alan

CHIEF COMPLIANCE OFFICER, PARTNER

yes

06/2023

Jun 30, 2023

Mar 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HEP ASSOCIATES II LLC

n/a

yes

n/a

HEP ASSOCIATES III LLC

n/a

yes

n/a

HEP ASSOCIATES IV LLC

n/a

yes

n/a

HEP ASSOCIATES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$427M

n/a

2024

Mar 31, 2025

$412M

n/a

2023

Mar 14, 2024

$420M

$423M

2022

Mar 29, 2023

$461M

2021

Mar 25, 2022

$460M

2020

Mar 22, 2021

$394M

2019

Mar 10, 2020

$346M

2018

Mar 22, 2019

$368M

2017

Mar 28, 2018

$360M

2016

Mar 4, 2017

$218M

n/a

$218M

2015

Feb 3, 2016

$223M

n/a

$223M

2014

Jan 28, 2015

$205M

n/a

$205M

2013

Mar 14, 2014

$215M

n/a

$215M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$427M

$412M

3.4%

$461M

-2.5%