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Hastings Equity Partners, LLC

SEC Registered

Helping founder-led businesses accelerate growth and create value

Boston, MAhttps://hastingsequity.com7813149596
Assets Under Management
$100M–$500M
Year Founded
2004
Employees
13
Office Locations
1 office
Total Accounts
6

About the firm

Founded in 2004, Hastings is the preferred capital partner to founders and owner-operators of lower, middle-market businesses in North America. Hastings creates long-term partnerships with entrepreneurs, providing them their first institutional capital while helping them scale, with a hands-on and collaborative approach and operational expertise, financial acumen and resources.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private EquityFounder-led BusinessesLower Middle MarketInstitutional CapitalOperational ExpertiseGrowth AccelerationValue Creation

Services

Institutional capital investment, operational expertise, financial acumen and resources, and collaborative partnership strategies to help founder-led businesses scale and reach their full potential

Private funds / alternatives
Private Equity

Who they serve

Founders and owner-operators of lower, middle-market businesses in North America

Client segmentClientsAssets managed
Pension/Profit Sharing Plans6$491M

Leadership

Edward Bickford Patton
MEMBER
Katrina Lynn Starr-Frederick
CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MA
BostonHQ

Regulatory & compliance

CRD number
#167499
SEC Number
801-100462
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $100,000 (waivable)
Asset tierAnnual rate
During investment period2.00%
After investment period (on invested capital)1.50%

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hastings Equity Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Hastings Equity Partners, LLC in Boston, MA | AdvisorFinder