Hoopoe Advisors
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 282573
- Registered since
- December 12, 2019
- Website
- www.hoopoeadvisors.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.07%
- Individuals7.73%
- Charitable Organizations3.95%
- Pension & Profit Sharing Plans1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hoopoe Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients, and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-assets, hourly work, and fixed-fee engagements. Hoopoe is not identified as an active ESG investor and is listed as a non–capital allocator; it also reports industry ties that include broker-dealer activity and serving as sponsor of limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents10%
- Private Funds1%
Owners & executives
1 of 1
Mohammad Kaleem
Chief Executive OfficerCRD 6631211
Contacts
3 of 10
Syeda Ayesha Qadri
Investment AdvisorCRD 7808678
John Robbins
Investment Advisor RepresentativeCRD 7638787
Alhassan Mahmoud
Investment AdvisorCRD 7894305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$112M in ETFs
97%
$109M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS) | SP Funds | Passive | Large Growth | $12.8M | 266,378 | 11.41% |
Location
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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