Hyperion Capital Advisors LP

RIASEC RegisteredEst. 2019
Total AUM
$581M
Discretionary
$570M
98% of AUM
Avg account
$16.1M
Accounts
36
Employees
41
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
304230
Registered since
December 4, 2019
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

FINTRX

Overview

Hyperion Capital Advisors LP operates as a limited partnership registered with the SEC in 2019 and is organized as a hedge fund manager. The firm serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory mandate covers direct portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Compensation is structured as a percentage of assets under management together with performance-based fees, consistent with a hedge fund model. Hyperion does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 18%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents18%

Owners & executives

3 of 3
  • Patrick Dennis

    Patrick Dennis

    Chief Financial OfficerCRD 6583737

  • Jennifer Rusk

    Jennifer Rusk

    Chief Operating OfficerCRD 5265976

  • Yau Dun Lee-cotoia

    Yau Dun Lee-cotoia

    Chief Compliance OfficerCRD 6532968

Contacts

3 of 7
  • John Harris

    John Harris

    Managing PartnerCRD 3271614

  • Gregory Alexander

    AnalystCRD 1545329

  • Trevor Magyar

    Trevor Magyar

    AnalystCRD 3271584

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$995K in ETFs

Passive

100%

$995K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$732K1,98873.59%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth