HYPERION CAPITAL ADVISORS LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 304230
- Registered since
- December 4, 2019
- Website
- www.ruanecunniff.com
- Custodians
- PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.23%
- HNWI24.56%
- Corporations / Businesses7.32%
- Charitable Organizations4.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hyperion Capital Advisors LP is a limited partnership that operates as a hedge-fund style adviser and sponsor of pooled vehicles. The firm has been SEC-registered since 2019 and serves both individual/family and institutional clients. Its advisory work includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Compensation combines a percentage of assets under management with performance-based fees. Hyperion does not market itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
Owners & executives
3 of 4Patrick Dennis
Chief Financial OfficerCRD 6583737
JENNIFER Rusk
Chief Operating OfficerCRD 5265976
YAU DUN LEE-COTOIA
Chief Compliance OfficerCRD 6532968
Contacts
3 of 6JOHN HARRIS
Managing PartnerCRD 3271614
GREGORY ALEXANDER
AnalystCRD 1545329
TREVOR MAGYAR
AnalystCRD 3271584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.1M in ETFs
100%
$1.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $855K | 1,988 | 78.89% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 45 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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