SourcingSourcing

HASTINGS EQUITY PARTNERS, LLC

C49
CRD 167499·SEC 801-100462·BOSTON, MA
AUM
$498.5M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HASTINGS EQUITY PARTNERS, LLC
CRD
167499
SEC file #
801-100462
EIN
000000000
DBA names
—

Economics

AUM
$498.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$454.7M → $498.5M▲ +10%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
13
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
8 advisors → 10 advisors▲ +25%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
hastingsequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Conlon, Joseph, Gregory
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Conlon, Joseph, Gregory
PATTON, EDWARD, BICKFORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HASTINGSEQUITY.COM
Rdap Domain Creation Date
2003-01-24T20:23:12Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
DNC Holdings, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
734
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001906252
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2022-04-11
Edgar Last Filing Date
2023-04-11
Edgar Form D Count
2
Edgar Form D Offerings
2023-04-112023-04-11 · 0001906252-23-000001
2022-04-112022-04-11 · 0001906257-22-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O HASTINGS EQUITY PARTNERS, LLC45 JUNCTION SQUARE DRIVECONCORD, MA 01742
Business
C/O HASTINGS EQUITY PARTNERS, LLC45 JUNCTION SQUARE DRIVECONCORD, MA 01742
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-04-11 · 0001906252-23-000001
D2022-04-11 · 0001906257-22-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-24T20:23:12Z
Rdap Domain Last Changed
2025-12-10T07:08:09Z
Rdap Nameservers
Ns0.directnic.comNs1.directnic.comNs2.directnic.comNs3.directnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7350241
Trust Company Affiliate
No

People (3)

3
Conlon, Joseph, Gregory
Direct Owner · 87.5%
7350241
PATTON, EDWARD, BICKFORD
Executive Officer · 2.5%
6048554
STARR-FREDERICK, KATRINA, LYNN
Executive Officer · 2.5%
6460604