Hoainvest LLC

Overview

Hoainvest LLC is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm’s stated business model centers on fee-based portfolio management, charging clients a percentage of assets under management. Its advisory scope is split between managing portfolios for individuals and small businesses and providing portfolio management services to businesses or institutional clients. The firm is classified as Unclassified in the source data and is listed as a single-state, newly formed adviser rather than a multi-state practitioner. Hoainvest LLC is not designated as a capital allocator, does not identify as an active ESG investor, and does not provide pension consulting. The firm’s industry affiliation is recorded as Other Investment Adviser. The public record does not specify the firm’s client base or any family office services.

Assets & Accounts

Investments & Alternatives

Location & Offices