Hoopoe Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 23, 2026, reports $610M in regulatory assets under management, 11 employees, 2 offices, and 626 accounts.
Assets Under Management
$610M
Employees
11
Offices
2 offices
Total Clients
626
Primary office
BOSTON, MA
603 MASSACHUSETTS AVENUE, SUITE 200, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
349
2
HNWI
37.7%
236
3
Charitable
4.2%
26
4
Pension Plans
2.4%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$610Mas of March 23, 2026
Discretionary97.3%
$594M
97% of total RAUM97.3%
Non-discretionary2.7%
$16M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$610M
Total Accounts626
10Y AUM Change+$481M (+371.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee57:1
10Y Employee Change+5 (+83.3%)
* 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.