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 a real-estate-focused adviser organized as an LLC and first registered with the SEC in 2019. The firm serves both individual/family and institutional clients and describes its fee model as a mix of percentage-of-AUM and subscription fees. Advisory services include portfolio management across individuals, small businesses, investment companies and institutions, and the firm also produces periodical or newsletter content. Hoya Capital Real Estate is not designated as an active ESG investor and does not list itself as a multi-state adviser.
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 2
Sheila 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
$2.8M in ETFs
100%
$2.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HOYA CAPITAL HOUSING ETF (HOMZ) | Hoya Capital | Passive | Mid Cap Value | $2.3M | 47,873 | 81.84% |
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
Similar firms
Hondius Capital Management, LP
RIANorwalk, CT
Pettee Investors Inc
RIANorwalk, CT
LBB Holding Company LLC
RIANorwalk, CT
Capzone Management LLC
RIANorwalk, CT
Gradient Ridge Capital, L.P.
RIANorwalk, CT
Savoir Faire Capital Management, LP
RIANorwalk, CT