Hyperion Capital Advisors Lp
- Regulatory AUM
- $581M
- Discretionary
- $570M
- Clients
- 36
- Avg AUM / client
- $16.1M
- Accounts
- 36
- Employees
- 41
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 17 | $143M | 24.6% |
| Pooled investment vehicles (non-investment companies) | 9 | $368M | 63.2% |
| Charitable organizations | 2 | $28.5M | 4.9% |
| Corporations and other businesses | 8 | $42.5M | 7.32% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $281M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Poplar Fund Lp master | Hedge Fund | Cayman Islands | $208M | 42 |
| Hyperion Master Fund Lp master | Hedge Fund | Cayman Islands | $72.6M | 37 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander, Gregory | Limited Partner | Oct 2019 (7y) | 10% – 25% | |
| Brandt, Jonathan, Lawrence | Limited Partner | Oct 2019 (7y) | 5% – 10% | |
| Dennis, Patrick, Lewis | Chief Financial Officer | Oct 2019 (7y) | Less than 5% | |
| Gokgol Kline, Arman, Cengiz | Limited Partner | Oct 2019 (7y) | 10% – 25% | |
| Harris, John, Brooks | President | Oct 2019 (7y) | Less than 5% | |
| Harris, King, William Wishbone | Trustee | Oct 2019 (7y) | GP / trustee / elected manager of John B. Harris 1998 Trust (indirect) | |
| Magyar, Trevor, Ryan | Limited Partner | Oct 2019 (7y) | 10% – 25% | |
| Pan, William, C | Limited Partner | Oct 2019 (7y) | 5% – 10% | |
| Sheridan, David, Chase | Management Committee Member | Oct 2019 (7y) | GP / trustee / elected manager of Hyperion Capital Advisors Gp Llc (indirect) | |
| Steinmetz, Gregory | Limited Partner | Oct 2019 (7y) | 10% – 25% | |
| Lee Cotoia, Yau Dun | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Rusk, Jennifer, E | Chief Operating Officer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John B. Harris 1998 Trust | Limited Partner | Oct 2019 | A | 10% – 25% |
| Hyperion Capital Advisors Gp Llc | General Partner | Oct 2019 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (2, $281M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Poplar Fund Lp | Hedge Fund | $208M | $1.0M | 42 |
| Hyperion Master Fund Lp | Hedge Fund | $72.6M | $1.0M | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.77 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
Custody
Reported custodians
- Pershing $168M (29% of AUM) Mar 2026
- Northern Trust $35.3M (6% of AUM) Mar 2026
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗