H.A.M.L

RIASEC Registered

Total AUM

$9.7B

Discretionary

$9.6B

99% of AUM

Avg account

$156M

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 Vehicles48.8%
Pension & Profit Sharing Plans40.94%
State / Municipal Government3.51%
Charitable Organizations3.33%
Corporations / Businesses2.1%
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 investment adviser that provides discretionary portfolio management across individual, family and institutional clients. The adviser is SEC-registered (registration year 2017) and operates under fee arrangements that include both a percentage-of-AUM charge and performance-based fees. Its advisory mandate spans separately managed accounts and pooled investment vehicles, and the firm also serves as an adviser/sponsor and managing member or GP for pooled vehicles, indicating it both runs portfolios for clients and sponsors pooled structures. The firm reports no active ESG investing program and is not described as a multi-state or newly formed adviser. Client types include individuals and families as well as institutions. Its ownership is listed as a mix of foreign entity and individual ownership.