SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Hyperion Capital Advisors LP
New York, NY
CRD 304230
Firm filing updated March 31, 2026 ·
- $581.3MAssets
- 36Clients
- 18Advisory staff
- 36Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals17
- Pooled vehicles9
- Corporations or other businesses8
- Charities2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 17 | $142.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $367.5 million |
| Charitable organizations | 2 | $28.5 million |
| Corporations or other businesses not listed above | 8 | $42.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$581.3 million
- Accounts36
- Discretionary$570.3 million · 35 accounts
- Non-discretionary$10.9 million · 1 accounts
People
- Employees41
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 304230, SEC file 801-117715.
- Registered with the SEC as an investment advisor (status date on record: December 4, 2019).
Is Hyperion Capital Advisors LP a fiduciary?
Short answer: Hyperion Capital Advisors LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.