Hoya Capital Real Estate, Llc
- Regulatory AUM
- $140M
- Discretionary
- $140M
- Clients
- 12
- Avg AUM / client
- $11.7M
- Accounts
- 12
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $7.7M | 5.53% |
| Investment companies | 2 | $132M | 94.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Rankin Pettee | President | CFA | Oct 2015 (11y) | 25% – 50% |
| Sheila Peck Pettee | Chief Executive Officer And Chief Compliance Officer | CFA | Oct 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pettee Investors Inc | Majority Owner | Oct 2018 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $5.3M (4% of AUM) Mar 2026
- Interactive Brokers $861K (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗