Hoya Capital Real Estate, LLC

RIASEC Registered

Total AUM

$140M

Discretionary

$140M

100% of AUM

Avg account

$11.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Norwalk, Connecticut
CRD number: 281848
Registered since: March 11, 2019
Website: www.hoyacapital.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Subscription Fees
Client types: Investment Companies94.47%
Individuals5.53%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Hoya Capital Real Estate, LLC is a real estate–focused investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual and institutional clients and offers portfolio management across individual/small business accounts, investment companies and institutional/business clients. Hoya Capital Real Estate also publishes periodicals or newsletters as part of its activities and acts in sponsor/GP roles for pooled investment vehicles. Its fee arrangements include both percentage-of-AUM billing and subscription-style fees. The firm does not identify as an active ESG investor.