Hoopoe Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
294271
Registered since
December 20, 2018

Firm profile

FINTRX

Overview

Hoopoe Capital Markets, LLC is organized as a limited liability company and has been registered with the SEC since 2018. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the source data and is not identified as a capital allocator or an ESG-focused investor. It is not registered as a multi-state adviser and does not appear as a pension consultant or a related adviser in available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mohammad Kaleem

    Mohammad Kaleem

    Chief Executive OfficerCRD 6631211

Contacts

3 of 9
  • Sherif Atia

    Sherif Atia

    Investment AdvisorCRD 7099005

  • John Robbins

    Investment Advisor RepresentativeCRD 7638787

  • Jamal Khatib

    Jamal Khatib

    Senior ExecutiveCRD 6967597

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth