Hyperion Asset Management Limited

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Assets, Funds, Holdings

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Hyperion Asset Management Limited
CRD #289310
SEC #801-111031
CIK #0001619844
AUM $6.9 BB (2023-01-27)
Employees 13 (100% Investors, 0% Brokers)
Phone61730103700
AddressLevel 19, 307 Queen Street
Brisbane Qld, Australia
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02010201420192024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
TSLA 723.4 0.3
NOW 94.9 0.2
MSFT 1,918.2 0.2
AMZN 1,093.0 0.2
SPOT 19.1 0.1
WDAY 36.6 0.1
SQ 38.1 0.1
V 419.3 0.1
INTU 109.0 0.1
ABNB 58.2 0.1
View All
Holdings by Sector ($BB)
3.02.41.81.20.60.02015201820212024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 39 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 2.9
(g) Pension and profit sharing plans 16 3.2
(h) Charitable organizations 2 0.0
(i) State or municipal government entities 5 0.6
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 0.1
(n) Other 1 0.0
Total 73 6.9
By Discretionary
Discretionary 34 6.9
Non-Discretionary 39 0.0
Total 73 6.9
By Non-United States Persons
Non-United States Persons 6.8
United States Persons 0.1
Total 73 6.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001619844]
Comparable Firms State AUM ($BB)
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Homestead Advisers Corp
VA 7.0
Citizens Securities Inc
RI 7.0
Invesco Asset Management India PVT Ltd
7.0
Bartlett & Co Wealth Management LLC
OH 6.9
Hardman Johnston Global Advisors LLC
CT 6.9
Confluence Investment Management LLC
MO 6.9
Connectus Wealth LLC
MD 6.8
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