Hyperion Management Holdings, LLC

Hyperion Management Holdings provides discretionary and non‑discretionary portfolio management and subadviser services primarily to high‑net‑worth individuals and to other investment advisers, creating individualized Investment Policy Statements to document objectives, risk tolerance, and implementation. The firm generally emphasizes equities but may construct portfolios using mutual funds, ETFs, REITs, private placements, venture capital, annuities and other instruments as appropriate.

The firm combines fundamental, quantitative and technical analysis and employs a range of trading strategies, including long‑ and short‑term trading, short sales, margin transactions and options, with clients allocated to more active, performance‑oriented “core” strategies when appropriate. Hyperion seeks best execution, requests discretionary authority to trade on clients’ behalf, and provides regular reporting tied to each client’s IPS.

Noteworthy aspects relative to peers include the firm’s use of performance‑based fee arrangements for qualified clients, with performance fees calculated on gains and subject to a high‑water‑mark mechanism, and its role as a subadvisor to other advisers. Hyperion also participates in third‑party “Alpha Capture” programs and requires clients to custody assets at a specified broker‑dealer, conflicts it states are managed through its Code of Ethics and allocation policies.