Hoopoe Capital Markets, LLC

Broker-DealerFINRA Member
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 is identified in public data as an unclassified entity with ownership attributed to a domestic entity and an individual. Public disclosures about the firm's business model, advisory activities, client types, and fee arrangements are minimal. The firm does not identify itself as a capital allocator, does not characterize itself as an active ESG investor, and is not described as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Because the firm has provided little detail about its investment approach or client focus, there is no clear public profile of target clients, product mix, or service specialties. The available records do not indicate any stated emphasis on sustainable investing or on managing pooled/alternative strategies.

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

  • Suleiman Ali

    Suleiman Ali

    PartnerCRD 4699393

  • Robert Campbell

    FinOpCRD 1349154

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth