Hoey Investments

The firm's sole publicly disclosed holding is a significant block of JPMorgan Chase & Co. common stock, built through predecessor banks including Chemical Bank and Manufacturers Hanover. No private-company investments, real estate, or fund commitments are publicly recorded. The office's regulatory filings show only this single equity position across multiple reporting periods.

James K. Hoey is the firm's president and the only named principal in corporate and regulatory filings. There is no evidence of an investment committee, external advisors, or additional investment staff. Buy, hold, and proxy-voting decisions appear to rest with him alone, consistent with the office's deliberately minimal structure.

The wealth path is not publicly detailed, but the Hoey family's multi-generational ties to Chemical Bank and Manufacturers Hanover — both predecessor institutions of today's JPMorgan Chase — suggest the fortune originated in senior banking and corporate-governance roles during the consolidation era of US money-center banks. The family converted legacy insider stakes into the concentrated public-equity position visible today.

It is a pure single-family office. There are no external investors, no fund vehicles, no carried-interest structure, and no performance reporting to outside parties. The entity is a New York corporation that appears to exist solely to hold and manage the family's securities.

No philanthropic foundation or donor-advised fund is publicly linked to the Hoey Investments entity or to James K. Hoey in his capacity as president. Family philanthropy may occur outside this corporate structure, but no vehicle is visible in IRS or state charity records under the Hoey name.

The firm has no known co-investment activity. The single-name, long-only public-equity posture suggests the office has never engaged with external general partners, private-fund commitments, or syndicated direct deals. There are no SEC Form 13F or Form D filings that indicate venture, growth, or buyout participation.

Hoey Investments is an intentionally low-profile entity. It does not maintain a website, employs no external-facing staff beyond its president, and qualifies as an exempt reporting adviser, which limits public disclosure obligations. Its single-holding, multi-generational strategy generates no deal flow, no fundraising announcements, and no personnel moves — the standard signals that make family offices visible to the market.