Firm profile

HYPERION CAPITAL ADVISORS LP

NEW YORK, NYCRD 304230Latest ADV March 31, 2026

Hyperion Capital Advisors LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $581M in regulatory assets under management, 41 employees, 1 office, and 36 accounts.

Assets Under Management
$581M
Employees
41
Offices
1 office
Total Clients
36
Primary office
NEW YORK, NY
45 ROCKEFELLER PLAZA, 34TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 832-5280
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOYau Dun Lee-cotoia
CFOPatrick L. Dennis
COOJennifer E. Rusk

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 47.2% of total clients.
Top client categories% of clientsClients
1
HNWI
47.2%
17
2
Pooled Investment Vehicles
25.0%
9
3
Corporations
22.2%
8
4
Charitable
5.6%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$581Mas of March 31, 2026
Discretionary98.1%
$570M
98% of total RAUM98.1%
Non-discretionary1.9%
$11M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$581M
Total Accounts36
10Y AUM Change+$581M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees41
Clients per Employee1:1
10Y Employee Change-9 (-18.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.