Hoopoe Advisors
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 282573
- Registered since
- December 12, 2019
- Website
- www.hoopoeadvisors.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.07%
- Individuals7.73%
- Charitable Organizations3.95%
- Pension & Profit Sharing Plans1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hoopoe Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves a mix of individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees include a percentage-of-assets model as well as hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Hoopoe maintains industry linkages beyond pure advisory work, including a broker-dealer relationship and activity as a sponsor of limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents10%
- Private Funds1%
Owners & executives
1 of 1
Mohammad Kaleem
Chief Executive OfficerCRD 6631211
Contacts
3 of 10
Syeda Ayesha Qadri
Investment AdvisorCRD 7808678
John Robbins
Investment Advisor RepresentativeCRD 7638787
Alhassan Mahmoud
Investment AdvisorCRD 7894305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$127M in ETFs
96%
$122M
4%
$5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS) | SP Funds | Passive | Large Growth | $15.2M | 264,321 | 11.94% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 603 Massachusetts Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Turas Capital Management
RIABoston, MA
Callodine Credit Management
RIABoston, MA
Riverview Capital Advisers LLC
RIABoston, MA
Sandia Investment Management LP
RIABoston, MA
Rose Park Advisors, LLC
RIABoston, MA
Tensor Edge Capital, LLC
RIABoston, MA