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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- InsightFrontier
- 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.
Team overview
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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
Beacon matrix
Harbor crest legacy
- CRD
- #55052
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
Total SMA Asset: $609,980,528
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,478,937,224 | 37.8% |
| Public Funds | $800,080,268 | 12.2% |
| Cash | $2,236,289,930 | 34.1% |
| Private Funds | $1,042,727,563 | 15.9% |
| Total | $6,558,034,985 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS MERIDIAN | MOMENTUM PEAK | TLHS6UUI9 | CSBS | 2.85% | $92,193,335 |
| EMBER SIGNAL FRONTIER | CATALYST HORIZON | NOPAO3R9P | WNU | 4.44% | $70,920,682 |
| VERTEX RIDGE FUSION | DELTA FUSION | 6PBEJ4IN7 | QGYQZ | 7.10% | $27,737,567 |
| TIMBER GLACIER | MOMENTUM LEGACY | L9NKJ82C7 | HGENQ | 9.48% | $9,313,321 |
| PIONEER CREST | ZENITH CREST | WQAHSTXWM | OMENE | 11.69% | $63,033,456 |
| VITAL PATHWAY ATLAS | MATRIX MOMENTUM | 2RO078TF2 | WXKYW | 1.65% | $47,342,896 |
| WAVE UNISON | RADIAL EMBER | 8D4CR4EC9 | ASGA | 4.10% | $43,775,434 |
| VERTEX FOCUS | PATHWAY PATHWAY | F5VL1MBWX | VXDFR | 6.08% | $36,600,996 |