{
  "crd_number": 289310,
  "slug": "h-a-m-l-brisbane-qld-289310",
  "primary_business_name": "H.A.M.L",
  "legal_name": "HYPERION ASSET MANAGEMENT LIMITED",
  "dbas": [],
  "city": "Brisbane, Qld",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-08-21",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 9669151101.0,
  "raum_discretionary": 9567057200.0,
  "raum_non_discretionary": 102093901.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 19,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 17247597.0,
      "count": null,
      "description": "TRUSTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 322371372.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 339204677.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 3958832506.0,
      "count": 9
    },
    "other_investment_advisers": {
      "raum": 7619589.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 102093901.0,
      "count": 33
    },
    "pooled_investment_vehicles": {
      "raum": 4718848639.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 202932820.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://au.linkedin.com/company/hyperion-asset-management-limited",
    "https://facebook.com/HYPERIONAM",
    "https://hyperion.com.au",
    "https://twitter.com/HYPERIONAM",
    "https://youtube.com/@hyperionassetmanage"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289310",
  "city_as_filed": "BRISBANE, QLD",
  "url": "https://advisorcensus.com/firm/h-a-m-l-brisbane-qld-289310",
  "display_name": "H.a.m.l",
  "summary": "H.a.m.l is an SEC-registered investment advisory firm in Brisbane, Qld, Australia, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. H.a.m.l (CRD 289310): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is H.a.m.l compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), H.a.m.l reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is H.a.m.l located?",
      "a": "H.a.m.l's principal office is in Brisbane, Qld, Australia, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is H.a.m.l registered with the SEC or a state?",
      "a": "H.a.m.l is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289310."
    },
    {
      "q": "How much does H.a.m.l manage?",
      "a": "H.a.m.l reports $9,669,151,101 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (99% discretionary)."
    },
    {
      "q": "How have H.a.m.l's assets and staff changed since 2021?",
      "a": "In the Form ADV data for H.a.m.l: Regulatory assets under management: $8,569,767,584 in the October 2021 data and $9,669,151,101 in the October 2026 data, up 13%. Total employees: 13 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does H.a.m.l serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (33); pension and profit sharing plans (but not the plan participants or government pension plans) (9); pooled investment vehicles (other than investment companies and business development companies) (8)."
    },
    {
      "q": "Which custodians does H.a.m.l use?",
      "a": "H.a.m.l's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citicorp Nominees Pty Limited, J.P. Morgan Chase Bank, N.A and State Street Australia Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does H.a.m.l report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289310"
    },
    {
      "q": "What changed in H.a.m.l's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 18 to 14. Regulatory assets under management went from $11,144,358,756 to $9,669,151,101 (-13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8569767584.0,
      "total_employees": 13,
      "filing_date": "2021-08-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6913437443.0,
      "total_employees": 13,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8245416297.0,
      "total_employees": 22,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9435181428.0,
      "total_employees": 23,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 9435181428.0,
      "total_employees": 23,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9669151101.0,
      "total_employees": 19,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 14.",
        "Regulatory assets under management went from $11,144,358,756 to $9,669,151,101 (-13%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $9,435,181,428 to $11,144,358,756 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citicorp Nominees Pty Limited",
      "name_as_filed": "CITICORP NOMINEES PTY LIMITED",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Chase Bank, N.A",
      "name_as_filed": "J.P. MORGAN CHASE BANK, N.A",
      "affiliated": false
    },
    {
      "name": "State Street Australia Limited",
      "name_as_filed": "STATE STREET AUSTRALIA LIMITED",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/h-a-m-l-brisbane-qld-289310.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 102093901.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 4718848639.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 3958832506.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 322371372.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 339204677.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 7619589.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 202932820.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 17247597.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289310",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}