Hyperion Management Holdings, LLC
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
FINTRXOverview
Hyperion Management Holdings, LLC is an independent, state-registered investment adviser organized as an LLC and based in North Carolina. The firm operates as a small, owner-managed RIA focused on portfolio management for individuals and small businesses, with a client mix that also includes family and institutional relationships. Its fee arrangements include both percentage-of-assets and performance-based components. The firm is not structured as a capital allocator and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth 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
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