HOYA CAPITAL REAL ESTATE, LLC
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
FINTRXOverview
Hoya Capital Real Estate, LLC is an LLC organized as a real-estate-focused investment manager and manager/sponsor of pooled vehicles. The adviser registered with the SEC in 2019 and serves both individual/family and institutional clients. Its fee arrangements include a percentage-of-AUM component and subscription-style fees, consistent with operating private funds or pooled vehicles alongside managed accounts. Advisory activities listed for the firm include discretionary portfolio management across individuals, businesses and investment companies, and the publication of periodicals or newsletters. The firm is not positioned as a capital allocator and does not report active ESG investing.
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 Equities65%
- Public Funds/Mutual Funds35%
Contacts
2 of 2SHEILA PETTEE
President, CCOCRD 1303484
Alexander Pettee
President and Director of ResearchCRD 6573355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$2.5M in ETFs
100%
$2.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HOYA CAPITAL HOUSING ETF (HOMZ) | Hoya Capital | Passive | Mid Cap Value | $2M | 47,043 | 80.92% |
Location
NORWALK, CT
FAIRFIELD
Location
NORWALK, CT
Headquartered in NORWALK, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 137 Rowayton Ave
- Time zone
- ET (UTC-5)
- Office locations
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