Hyperion Capital Advisors Lp
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Overview
Hyperion Capital Advisors Lp operates as a financial advisory company headquartered in New York, New York. Hyperion Capital Advisors Lp handles $427.9 million in assets under management throughout 37 accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). It has an average-sized team, including 19 financial advisors. Hyperion Capital Advisors Lp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like options, bonds and equities.
Hyperion Capital Advisors Lp administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without needing the client's permission. The firm's typical account size is $11.6 million. An average advisor at Hyperion Capital Advisors Lp administers about two client accounts, making it one of the most personalized firms in the country.
Hyperion Capital Advisors Lp's main office is at 9 West 57Th Street, New York, New York 10019. The firm is legally allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hyperion Capital Advisors Lp by the Numbers
$427.9 million
48
37
$11.6 million
Fee Structure
Financial management fees typically are based on which services the firm provides the client. Fee types charged by the firm likely include the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 37 clients, Hyperion Capital Advisors Lp's largest client is high net worth investors, but it also manages money for 26 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 14% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 70.27%
- Other Individuals - 0%
- Corporations - 27.03%
- Charitable Organizations - 2.7%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hyperion Capital Advisors Lp does not have any disclosures.
Please visit its Form ADV for more details.
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