HOOPOE ADVISORS
Latest filing: Mar 26, 2025 (63 days ago)
AUM
$543,554,485
35% change vs. 1 year ago
134% change vs. 3 years ago
305% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
11
0% change vs. 1 year ago
10% change vs. 3 years ago
83% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BOSTON, MA
603 MASSACHUSETTS AVENUE, BOSTON, MA, UNITED STATES, 02118
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 353 | $0.1 |
| Average Individual AUM | $216,546 | |
| HNW | 184 | $0.4 |
| Average HNW AUM | $2,388,950 | |
| Retail Total | 537 | $0.5 |
| Average Retail AUM | $960,908 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RBC CAPITAL MARKETS, LLC | MINNEAPOLIS-MN-USA | $0.4 |
| NATIONWIDE | COLUMBUS-OH-USA | $0.0 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.0 |
| PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $0.0 |
| VANGUARD GROUP | MALVERN-PA-USA | $0.0 |
| AMERICAN FUNDS DISTRIBUTORS, INC. | LOS ANGELES-CA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 54% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 34% | $0.2 |
| Other Pools | 1% | $0.0 |
| Cash | 10% | $0.1 |
| Other | 0% | $0.0 |
| Total | 103% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HOOPOE REAL ESTATE INVESTMENTS, LLC | $0.0 | - | |
| HOOPOE CAPITAL MARKETS, LLC | $0.0 | broker-dealer | 294271 |
| HOOPOE REALTY, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
11 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SYEDA AYESHA QADRI | BOSTON | MA | S66|2023-12-21 | ||||||
| ADAM SYED | BOSTON | MA | S66|2022-10-20 | ||||||
| MOHAMMAD KALEEM | BOSTON | MA | S66|2016-06-23 | ||||||
| MOHAMMAD PERVEZ | BOSTON | MA | S66|2023-03-22 | ||||||
| SHERIF ATIA | BOSTON | MA | S66|2019-06-03 | ||||||
| CALEB MCNULTY | BOSTON | MA | S66|2023-08-31 | ||||||
| JAMES WILLIAMS | BOSTON | MA | |||||||
| JOHN ROBBINS | BOSTON | MA | |||||||
| SULEIMAN ALI | BOSTON | MA | S63|2003-12-01|S66|2006-09-15 | ||||||
| JAMAL KHATIB | BOSTON | MA | S66|2020-06-20 | ||||||
| ABDIKARIM ALI | BOSTON | MA | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 35% | 11 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.3 | 123% | 12 | -1 | -8% |
| 2022-04-01 | $0.2 | $0.3 | 134% | 10 | 1 | 10% |
| 2021-04-05 | $0.2 | $0.4 | 182% | 8 | 3 | 38% |
| 2020-04-01 | $0.1 | $0.4 | 305% | 6 | 5 | 83% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-03/11/2021, MA-12/12/2019, MN-06/08/2023, NH-03/11/2021, NJ-12/12/2019, NY-12/12/2019, PA-12/12/2019, TX-12/12/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV