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 operating since 2019. The firm serves both individual/family and institutional clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. Hoopoe is not identified as an active ESG investor. The firm also maintains industry relationships beyond pure advisory work: it lists broker-dealer activity and serves as a sponsor of limited partnerships (excluding pooled investment vehicles), which aligns with its use of direct alternative investments and private placement activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1MOHAMMAD KALEEM
Chief Executive OfficerCRD 6631211
Contacts
3 of 10Syeda 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 143Active vs passive
$112M in ETFs
97%
$109M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS) | SP Funds | Passive | Large Growth | $12.8M | 266,378 | 11.41% |
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
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