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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MOHAMMAD KALEEM

    Chief Executive OfficerCRD 6631211

Contacts

3 of 9
  • Sherif Atia

    Investment AdvisorCRD 7099005

  • John Robbins

    Investment Advisor RepresentativeCRD 7638787

  • Jamal Khatib

    Senior ExecutiveCRD 6967597

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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