Hyperion Asset Management Limited is a large advisory firm based in Brisbane, Qld. It manages $4.59 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2017.
Hyperion Asset Management Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hyperion Asset Management Limited is $4.59 billion. The firm's AUM has grown by 3% since the beginning of its operation, and $4.59 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hyperion Asset Management Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Adrian Bathurst Whittingham is pension and profit sharing plans with 9 clients and $1.78 billion of assets under management. Among the 6 most similar advisory firms, Hyperion Asset Management Limited has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.93 billion for 40 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Hyperion Asset Management Limited doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Adrian Bathurst Whittingham has been acting as President since 1 Jul 2012. Mark Vernon Arnold joined the executive team most recently as the Managing Director, Chief Compliance Officer, Chief Investment Officer, Director And Shareholder.
The principal office where Hyperion Asset Management Limited performs its advisory services is located at Level 19, 307 Queen Street, Brisbane, Qld, 4000 The mailing address of the firm is Po Box R604, Royal Exchange, Nsw, 1225. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 61730203700 or by fax 61730203701. The normal business hours are 9.00am - 5.00pm on Monday - Friday. You can find more information about the New York firm at hyperion.com.au/.