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Hoey Investments
HOEY INVESTMENTS, INC. is an SEC-registered investment adviser in Coatesville, PA, registered since 2015. The firm manages approximately $788 million in...
Hoey Investments
HOEY INVESTMENTS, INC. is an SEC-registered investment adviser in Coatesville, PA, registered since 2015. The firm manages approximately $788 million in regulatory assets. It has 5 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Coatesville
Corporate office
Rye, NY, United States
Principals
James K. Hoey
President
Frequently asked questions
What does Hoey Investments actually hold?
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.
Why is this firm so hard to find information about?
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 a SEC-registered investment 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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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