H.A.M.L

RIASEC RegisteredEst. 2017

Total AUM

$11.1B

Discretionary

$11.1B

99% of AUM

Avg account

$164M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Brisbane Qld,
CRD number: 289310
Registered since: August 21, 2017
Website: www.hyperion.com.au
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., CITICORP NOMINEES PTY LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles47.29%
Pension & Profit Sharing Plans45.31%
State / Municipal Government5.14%
Corporations / Businesses1.07%
HNWI0.67%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

H.A.M.L. is a corporate-structured registered investment adviser that entered SEC registration in 2017. Ownership is listed as a combination of a foreign entity and an individual. The firm serves both wealthy individuals and families as well as institutional clients, providing portfolio management across individual and small business accounts, pooled investment vehicles, and business or institutional mandates. Its fee model combines a percentage-of-assets-under-management charge with the ability to collect performance-based fees. H.A.M.L. does not identify as an active ESG investor and is not presented as a pension consultant or related adviser.