Hyperion Management Holdings, LLC

Hyperion Management Holdings provides portfolio management and investment advisory services and prepares an Investment Policy Statement for each client to document goals, income, tax considerations and risk tolerance. The firm's brochure lists high-net-worth individuals as its clients and identifies a wide set of investable vehicles it may use, including equities, mutual funds, ETFs, fixed income, real estate funds, private placements and venture capital funds.

Hyperion describes an investment process that combines fundamental, quantitative and technical analysis and employs both long-term and short-term trading techniques, including short sales, margin transactions and options. The firm generally seeks discretionary authority to execute trades on behalf of clients, documents risk tolerances in each client’s IPS, and states a policy of attempting fair allocation of investment opportunities across accounts.

Distinctive features in the brochure include the firm’s recent formation and registration (formed in 2023, registered in 2026) and its small operating profile with a single management person and no assets under management as of January 2026. The brochure also notes acceptance of performance-based fee arrangements for qualified clients with a high-water mark, a requirement that clients use a specific custodian (Interactive Brokers), potential receipt of soft-dollar research benefits, and that the firm does not engage third-party advisers.