H.A.M.L

RIASEC RegisteredEst. 2017

Total AUM

$11.1B

Discretionary

$11.1B

99% of AUM

Avg account

$164M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Brisbane Qld,
CRD number: 289310
Registered since: August 21, 2017
Website: www.hyperion.com.au
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., CITICORP NOMINEES PTY LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles47.29%
Pension & Profit Sharing Plans45.31%
State / Municipal Government5.14%
Corporations / Businesses1.07%
HNWI0.67%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

H.A.M.L. is a corporate registered investment adviser that began SEC registration in 2017 and is owned by a mix of a foreign entity and an individual. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for private clients, pooled investment vehicles, and businesses or institutions. Compensation is primarily based on a percentage of assets under management with some arrangements that include performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.