Hyperion Management Holdings, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Eden, North Carolina
CRD number
340262
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hyperion Management Holdings, LLC is an independently operated registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on portfolio management for individual clients and small businesses. Its stated fee approach combines an asset‑based percentage and performance‑linked fees, which suggests compensation aligned with investment outcomes for at least some client mandates or strategies. The snapshot indicates Hyperion is not positioning itself as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor or a multi‑state adviser. Advisory activity is focused on traditional client relationships rather than affiliated or related‑adviser structures.

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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth