Hyperion Partners LLC

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Assets, Funds, Holdings

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Hyperion Partners LLC
CRD #298729
SEC #801-114058
CIK #0001971715
AUM $354.4 MM (2024-03-26)
Employees 4 (75% Investors, 0% Brokers)
Phone484-584-4708
Address1001 Old Cassatt Road
Berwyn, PA 19312
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 5.3
JNJ 465,600.2 4.0
NVDA 399,550.0 1.8
XOM 385,508.3 1.6
MSFT 1,918,222.4 1.5
JPM 340,169.2 1.3
AMZN 1,092,997.8 0.8
PNC 66,069.5 0.8
COST 207,576.9 0.6
A 34,966.8 0.6
View All
Holdings by Sector ($MM)
15012090603002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 161 55.6
(b) Individuals (high net worth individuals) 102 275.6
(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 0 0.0
(g) Pension and profit sharing plans 7 8.8
(h) Charitable organizations 12 5.0
(i) State or municipal government entities 0 0.0
(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 8 9.4
(n) Other 0 0.0
Total 927 354.4
By Discretionary
Discretionary 912 343.8
Non-Discretionary 15 10.6
Total 927 354.4
By Non-United States Persons
Non-United States Persons 2.2
United States Persons 352.2
Total 927 354.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001971715]
Comparable Firms State AUM ($BB)
Charter Capital Management Inc
WI 0.4
Chase Investment Counsel Corporation
VA 0.4
Laurel Wealth Planning LLC
MN 0.4
Mitchell & PAHL Private Wealth LLC
OK 0.4
Paskin & Berler Capital Advisors LLC
CA 0.4
Mach-1 Financial Group LLC
AR 0.4
Signature Wealth Management Group LLC
GA 0.4
Carolina Qualified Retirement Plan Advisers LLC
SC 0.4
Seascape Capital Management LLC
NH 0.4
Kingsmark Private Financial Advisors LLC
GA 0.4
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