HOOPOE CAPITAL MARKETS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 294271
- Registered since
- December 20, 2018
- Website
- www.hoopoeadvisors.com
Firm profile
FINTRXOverview
Hoopoe Capital Markets, LLC is a limited liability company that registered with the SEC in 2018. Publicly available records do not categorize the firm into a standard advisory classification and list ownership as a domestic entity/individual structure. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor; it is also not described as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Disclosure on the company's core business activities, advisory services, client types and fee model is not provided in the source material. That lack of detail limits visibility into the firm’s client focus, target markets, and how it positions investment capabilities versus peers.
Assets & Accounts
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
Owners & executives
1 of 1MOHAMMAD KALEEM
Chief Executive OfficerCRD 6631211
Contacts
3 of 9Sherif Atia
Investment AdvisorCRD 7099005
John Robbins
Investment Advisor RepresentativeCRD 7638787
Jamal Khatib
Senior ExecutiveCRD 6967597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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