HYPERION MANAGEMENT HOLDINGS, LLC
Firm details
- Headquarters
- EDEN, North Carolina
- CRD number
- 340262
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hyperion Management Holdings, LLC is a limited liability company that lists portfolio management for individuals and small businesses as its primary advisory activity. The firm charges a percentage-of-assets-under-management fee and may apply performance-based fees, which points to an active management approach where compensation is tied to client outcomes. Public disclosures indicate the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Ownership is categorized as individual and the firm’s regulatory registration year is not listed.
Assets & Accounts
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
Owners & executives
1 of 1WELSFORD BISHOPRIC
Chief Compliance OfficerCRD 6068654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EDEN, NC
ROCKINGHAM
Location
EDEN, NC
Headquartered in EDEN, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- ROCKINGHAM
- Address
- 413 Church St
- Time zone
- ET (UTC-5)
- Office locations
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