Hyperion Asset Management Limited
- Regulatory AUM
- $11.1B
- Discretionary
- $11.1B
- Clients
- 57
- Avg AUM / client
- $196M
- Accounts
- 68
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Sep 10, 2025
Investments (13F portfolio — 20 positions, $3,773,883,260)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc | COM | $516,554,843 | 1,228,138 | 13.7% | 4.64% |
| 2 | Alphabet Inc | CAP STK CL A | $493,296,394 | 1,380,352 | 13.1% | 4.43% |
| 3 | Amazon Com Inc | COM | $292,573,075 | 1,227,545 | 7.75% | 2.63% |
| 4 | Asml Hldg Nv | N Y REGISTRY SHS | $273,168,017 | 137,309 | 7.24% | 2.45% |
| 5 | Meta Platforms Inc | CL A | $267,502,478 | 474,893 | 7.09% | 2.4% |
| 6 | Nvidia Corporation | COM | $254,161,121 | 1,270,234 | 6.73% | 2.28% |
| 7 | Block Inc | CL A | $203,896,904 | 2,682,854 | 5.4% | 1.83% |
| 8 | Space Exploration Techn Corp | CLASS A COM STK | $201,136,905 | 1,177,203 | 5.33% | 1.8% |
| 9 | Microsoft Corp | COM | $195,561,330 | 524,265 | 5.18% | 1.75% |
| 10 | Arm Holdings Plc | SPONSORED ADS | $188,394,033 | 531,331 | 4.99% | 1.69% |
| 11 | Intuitive Surgical Inc | COM NEW | $166,758,757 | 419,329 | 4.42% | 1.5% |
| 12 | Palantir Technologies Inc | CL A | $129,676,372 | 1,111,480 | 3.44% | 1.16% |
| 13 | Taiwan Semiconductor Manufac | SPONSORED ADS | $126,219,841 | 264,296 | 3.34% | 1.13% |
| 14 | Axon Enterprise Inc | COM | $119,695,280 | 213,509 | 3.17% | 1.07% |
| 15 | Visa Inc | COM CL A | $88,280,145 | 257,309 | 2.34% | 0.79% |
| 16 | Mastercard Incorporated | CL A | $72,981,019 | 142,097 | 1.93% | 0.65% |
| 17 | Costco Wholesale Corporation | COM | $64,324,788 | 68,762 | 1.7% | 0.58% |
| 18 | Spotify Technology S A | SHS | $49,459,779 | 107,725 | 1.31% | 0.44% |
| 19 | Dutch Bros Inc | CL A | $42,945,540 | 598,044 | 1.14% | 0.39% |
| 20 | Servicenow Inc | COM | $27,296,639 | 274,946 | 0.72% | 0.24% |
Top 25 of 20 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 39 | $75.1M | 0.67% |
| Pooled investment vehicles (non-investment companies) | 8 | $5.3B | 47.3% |
| Pension and profit sharing plans | 10 | $5.0B | 45.3% |
| Charitable organizations | Fewer than 5 clients | $31.5M | 0.28% |
| State or municipal government entities | Fewer than 5 clients | $573M | 5.14% |
| Other investment advisers | Fewer than 5 clients | $2.8M | 0.03% |
| Corporations and other businesses | Fewer than 5 clients | $120M | 1.07% |
| Other | Fewer than 5 clients | $23.1M | 0.21% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Macoun, Ian, Nmn | Director | Sep 2006 (20y) | Less than 5% | |
| Orthman, Jason, Raymond Anthony | Deputy Cio, Executive Director And Shareholder | Oct 2017 (9y) | Less than 5% | |
| Longan, Daniel, John David | Director | Sep 2022 (4y) | Less than 5% | |
| Cantor, John, Timothy Henry | Chief Compliance Officer And General Executive | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hyperion Holdings Limited | Shareholder | Jun 2004 | A | 75% or more |
| Pinnacle Investment Management Group Limited | Shareholder | Jun 2004 | B | ≈ 14.06% – 50% via Pinnacle Investment Management Limited |
| Pinnacle Investment Management Limited | Shareholder | Jun 2004 | B | ≈ 18.75% – 50% via Hyperion Holdings Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pinnacle Investment Management Group Limited: 75% – 100% of Pinnacle Investment Management Limited × 25% – 50% of Hyperion Holdings Limited × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Pinnacle Investment Management Limited: 25% – 50% of Hyperion Holdings Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/10/2025 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $2.5B (22% of AUM) Sep 2025
- J.P. Morgan $1.9B (17% of AUM) Sep 2025
- Citicorp Nominees Pty Limited $1.1B (10% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 10, 2025.
View current Form ADV (SEC/IAPD) ↗