Hyperion Management Holdings, LLC
Firm details
- Headquarters
- Eden, North Carolina
- CRD number
- 340262
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Welsford Bishopric
Chief Compliance OfficerCRD 6068654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Cascades Capital Asset Management, LLC
RIAGreensboro, NC
Brighthouse Investment Advisers, LLC
RIACharlotte, NC
Silvercap Partners
RIACharlotte, NC
Alphastar Capital Management
RIACornelius, NC
Townsend Asset Management Corp.
RIARaleigh, NC
Salem Investment Counselors Inc
RIAWinston Salem, NC