HYPERION PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	912	$343.8M
Non-Discretionary	15	$10.6M
Total	927	$354.4M

Clients

Type	Number	RAUM
Individuals	161	$55.6M
HNW Individuals	102	$275.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	7	$8.8M
Charitable organizations	12	$5.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	8	$9.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	38
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-114058
SEC ERA File Number	801-114058
SEC CIK Numbers	1971715
SEC CRD Numbers	298729
Legal Entity Identifier	None

Principal Office

1001 OLD CASSATT ROAD
SUITE 208
BERWYN
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic