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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WELSFORD BISHOPRIC

    Chief Compliance OfficerCRD 6068654

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth