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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-23-2016
- Office Locations
- 4
Office Locations
About Hoopoe Advisors
Hoopoe Advisors is a Boston-based investment advisor providing wealth management, financial planning, and portfolio construction for retail and institutional clients, including entrepreneurs and business owners. The firm primarily implements portfolios using ETFs and public funds across public equity and fixed income, with select alternatives. A related broker-dealer, Hoopoe Capital Markets LLC, shares some supervised persons with the advisory team.
Reported data analysis
What the numbers show
Between August 6, 2025 and July 10, 2026, reported AUM increased 12.2%, from $543.6M to $610.0M.
Across 5 reported observations, AUM increased 162.4% between November 7, 2022 and July 10, 2026, from $232.5M to $610.0M.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 9 advisory representatives and 626 clients, or 69.6 clients per representative. That equates to $974.4K in reported AUM per client.
The profile lists 4 reported office locations and 10 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hoopoe Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SULEIMAN ALI
Chief Compliance Officer
- CRD
- #4699393
- Ownership
- Less than 5%
MOHAMMAD BILAL KALEEM
Managing Partner, President
- CRD
- #6631211
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ABDIKARIM ALI
Financial Advisor, Vice President
- CRD
- #6269820
Sherif A Atia
Certified Financial Planner
- CRD
- #7099005
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $593,661,426 | $966,875 |
| Non-Discretionary | $16,319,102 | $1,359,925 |
| Total | $609,980,528 | $974,410 |
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Separately Managed Accounts
SMA allocation detail is available
Hoopoe Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hoopoe Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.