SourcingSourcing

STRENGTHENING FAMILIES & COMMUNITIES, LLC

C26
CRD 282573·SEC 801-117778·BOSTON, MA
AUM
$610.0M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD
282573
SEC file #
801-117778
EIN
—
DBA names
Hoopoe Advisors

Economics

AUM
$610.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$129.3M → $610.0M▲ +372%
Client mix
Individuals Other349
Individuals High Net Worth236
Charitable Organizations26
Pension Profit Sharing Plans15

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
3 advisors → 9 advisors▲ +200%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financialmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
instagram.com/hoopoeadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOOPOE CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HOOPOE CAPITAL LLC
ALI, SULEIMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:strengtheningfamilies.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3751
Soi Zip Pct 200k Plus
0.2058
Soi Zip Returns 200k Plus
3,040
Soi Zip Total AGI
3,101,792
Census Median Hh Income
74,155
Census High Income Households
3,349
Census Median Age
37.3
Census Pop 65 66 Total
554
Census Total Households
14,133
Fdic Zip Total Deposits
8,579,245,000
Fdic Zip Branch Count
153
Fdic Zip Top Banks
Bank of America, National Association
Citizens Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Census Bachelors Plus Count
6,243
Census Median Home Value
1,002,700
Census Unemployed Count
1,449
Census Zip
02118
Custodian Candidates
Window
Lpl Financial2
Full
E*trade4
Lpl Financial2
Fdic Zip Branches Raw
Citizens Bank of MassachusettsBoston, MA
The First National Bank of BostonBoston, MA
Fdic Zip HHI
2098.47
Fdic Zip Top Bank Share Pct
40.93
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,343
Returns3,760
Stub 2
AGI91,050
Returns2,490
Stub 3
AGI110,964
Returns1,790
Soi Zip Total Business Income
97,907
Soi Zip Total Cap Gains
376,583
Soi Zip Total Dividends
103,205
Soi Zip Total Returns
14,770
Trust Company Affiliate
No

People (11)

11
KALEEM, MOHAMMAD, BILAL
IAR · Executive Officer · 2.5%
6631211
ALI, SULEIMAN
IAR · Executive Officer · 2.5%
4699393
JAMES A WILLIAMS
IAR
6118863
ABDIKARIM ALI
IAR
6269820
Mohammad Asad Pervez
IAR
7618419
Sherif A Atia
IAR
7099005
Jamal Khatib
IAR
6967597
ADAM SYED
IAR
6783405
Syeda Ayesha Qadri
IAR
7808678
John Edward Robbins
IAR
7638787
Alhassan Nasser Mahmoud
IAR
7894305