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 is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm provides portfolio management services primarily for individuals, small businesses and select institutional clients. Its compensation model combines a percentage-of-assets fee with performance-based fees, and its advisory mandate is focused on discretionary portfolio management rather than pension consulting or ESG-driven strategies. The firm is not described as a multi-state adviser or related adviser in the available materials.

Assets & Accounts

Public Holdings

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth