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Hyperion Asset Management Limited
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CRD # | 289310 |
SEC # | 801-111031 |
CIK # | 0001619844 |
AUM | $6.9 BB (2023-01-27) |
Employees | 13 (100% Investors, 0% Brokers) |
Phone | 61730103700 |
Address | Level 19, 307 Queen Street Brisbane Qld, Australia |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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) |
---|---|---|
Douglas Lane & Associates LLC
✚
|
NY | 7.0 |
Forum Financial Management LP
✚
|
IL | 7.0 |
Conrad Siegel Investment Advisors Inc
✚
|
PA | 7.0 |
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 |