Firm profile

HOYA CAPITAL REAL ESTATE, LLC

ROWAYTON, CTCRD 281848Latest ADV March 30, 2026

Hoya Capital Real Estate, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rowayton, CT. Its latest Form ADV filing, dated March 30, 2026, reports $140M in regulatory assets under management, 4 employees, and 12 accounts.

Assets Under Management
$140M
Employees
4
Offices
--
Total Clients
12
Primary office
ROWAYTON, CT
137 ROWAYTON AVENUE, SUITE 430, ROWAYTON, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSheila P. Pettee
CCOSheila P. Pettee

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Subscription fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
10
2
Investment Cos.
16.7%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$140Mas of March 30, 2026
Discretionary100.0%
$140M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$140M
Total Accounts12
10Y AUM Change+$140M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee3:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.