Hep Management Corporation
- Regulatory AUM
- $427M
- Discretionary
- $427M
- Clients
- 3
- Avg AUM / client
- $142M
- Accounts
- 3
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $427M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $423M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Health Enterprise Partners Iv, L.P. | Private Equity Fund | Delaware | $202M | 64 |
| Health Enterprise Partners Iii, L.P. | Private Equity Fund | Delaware | $156M | 37 |
| Health Enterprise Partners Ii, L.P. | Private Equity Fund | Delaware | $59.2M | 50 |
| Health Enterprise Partners, L.P. | Private Equity Fund | Delaware | $5.7M | 30 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stowe, Richard, Houghton | President / Secretary / Director | Feb 2004 (23y) | 5% – 10% | |
| Tamburri, David, Patrick | Director | Feb 2012 (15y) | 25% – 50% | |
| Mehlman, Ezra, Borinsky | Director | Dec 2019 (7y) | 25% – 50% | |
| Weld, Lynn, Marie | Chief Financial Officer | Oct 2020 (6y) | Less than 5% | |
| Whyte, Scott, Alan | Chief Compliance Officer, Partner | Jun 2023 (3y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $423M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Health Enterprise Partners Iv, L.P. | Private Equity Fund | $202M | $10.0M | 64 |
| Health Enterprise Partners Iii, L.P. | Private Equity Fund | $156M | $5.0M | 37 |
| Health Enterprise Partners Ii, L.P. | Private Equity Fund | $59.2M | $5.0M | 50 |
| Health Enterprise Partners, L.P. | Private Equity Fund | $5.7M | $5.0M | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: HEP MANAGEMENT CORPORATION WAS FOUND TO HAVE VIOLATED ADVISERS ACT RULE 204(B)-1 FOR FAILING TO FILE OR UPDATE FORM PF REPORTING THAT PROVIDES THE SEC WITH INFORMATION ABOUT THE PRIVATE FUNDS THAT HEP MANAGEMENT CORPORATION MANAGES. Status: Final Sanction Detail: HEP MANAGEMENT CORPORATION PAID THE MONETARY/FINE AMOUNT OF $75,000 ON JUNE 4, 2018 Summary: HEP MANAGEMENT CORPORATION LEARNED OF THEIR OVERSIGHT IN NOT FILING FORM PF AND AFTER NOTICE OF ADMINISTRATIVE PROCEEDINGS, FULLY COOPERATED UPON NOTICE, AND OFFERED TO SETTLE THE PROCEEDINGS. THE SEC ACCEPTED THE TERMS OF SETTLEMENT AFTER REVIEW OF REMEDIAL ACTIONS PROMPTLY TAKEN BY HEP MANAGEMENT CORPORATION AND FULL COOPERATION.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗