# H.a.m.l

> 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.

- CRD: 289310
- Filed as: H.A.M.L
- Legal name: Hyperion Asset Management Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brisbane, Qld, Australia
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289310
- AdvisorCensus page: https://advisorcensus.com/firm/h-a-m-l-brisbane-qld-289310

## Quick answers

**How is H.a.m.l compensated?**
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.

**Where is H.a.m.l located?**
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).

**Is H.a.m.l registered with the SEC or a state?**
H.a.m.l is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289310.

**How much does H.a.m.l manage?**
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).

**How have H.a.m.l's assets and staff changed since 2021?**
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.

**What types of clients does H.a.m.l serve?**
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).

**Which custodians does H.a.m.l use?**
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.

**Does H.a.m.l report any disciplinary disclosures?**
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

**What changed in H.a.m.l's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Citicorp Nominees Pty Limited
- J.P. Morgan Chase Bank, N.A
- State Street Australia Limited

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,669,151,101
- Discretionary: $9,567,057,200
- Non-discretionary: $102,093,901

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 33 | $102,093,901 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $4,718,848,639 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $3,958,832,506 |
| Charitable organizations | Fewer than 5 | $322,371,372 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $339,204,677 |
| Other investment advisers | Fewer than 5 | $7,619,589 |
| Corporations or other businesses not listed above | Fewer than 5 | $202,932,820 |
| Other | Fewer than 5 | $17,247,597 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 19 total, 14 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Sydney, Nsw

### Websites listed on Form ADV (Item 1.I)
- hyperion.com.au
- LinkedIn @hyperion-asset-management-limited
- Facebook @HYPERIONAM
- X @HYPERIONAM
- YouTube @hyperionassetmanage

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,569,767,584 | 13 | August 31, 2021 |
| October 2022 | $6,913,437,443 | 13 | September 29, 2022 |
| October 2023 | $8,245,416,297 | 22 | September 5, 2023 |
| October 2024 | $9,435,181,428 | 23 | September 20, 2024 |
| October 2025 | $9,435,181,428 | 23 | September 20, 2024 |
| October 2026 | $9,669,151,101 | 19 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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%).

### December 2025
- Regulatory assets under management went from $9,435,181,428 to $11,144,358,756 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H.a.m.l (CRD 289310): Form ADV filing data as of October 2026.
