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HYPERION ASSET MANAGEMENT LIMITED

Advisory

N·BRISBANE, QLD

Data as of Sep 20, 2024 · Source: SEC Form ADV

Total AUM

$11.1B

1-Year AUM Growth

+14.4%

3-Year CAGR

+3.2%

Employees

18

Assets Under Management

Total AUM$11.1B

Discretionary AUM$11.1B

Non-Discretionary AUM$75M

Discretionary %99.3%

Total Clients57

Team

Total Employees18

Investment Advisers23

Employee Growth (1Y)+5.9%

Filing History

Total Filings on Record12

First FilingJul 20, 2017

Latest FilingSep 20, 2024

🔒 Full AUM trend chart and 12 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HYPERION ASSET MANAGEMENT LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.