Hyperion Management Holdings, LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$625K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
Eden, North Carolina
CRD number
340262
Custodians
INTERACTIVE BROKERS LLC, PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI60%
  • Pooled Investment Vehicles40%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hyperion Management Holdings, LLC operates as an independently owned registered investment adviser organized as an LLC. The firm is run by an individual owner and positions itself to serve both individual and family clients as well as select institutional relationships. Its primary advisory activity is portfolio management for individuals and small businesses. The firm’s billing is a mix of asset-based fees and performance-linked fees. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Welsford Bishopric

    Welsford Bishopric

    Chief Compliance OfficerCRD 6068654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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