AUMdb

Hyperion Management Holdings, Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 340262 · Eden, NC · www.hyperioncapitalmgmt.com
☆ Save with Pro ADV data as of Aug 04, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

AUM over time

$0 $0
Mar 26, 2026 Aug 4, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Welsford Scott Bishopric Registered representative Mar 2026 (0y)

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)

FormPeriodSize
Form ADV (full filing) 03/26/2026 984 KB 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

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.

View current Form ADV (SEC/IAPD) ↗