|
⚲
|
| Boyle Capital Management LLC
✚
|
|
|---|---|
| CRD # | 132416 |
| SEC # | 801-67954 |
| CIK # | |
| AUM | $238.1 MM (2023-03-09) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 515-327-1870 |
| Address | 1230 Office Plaza Drive West Des Moines, IA 50266-2300 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Boyle Capital Opportunity Fund LP | [2020-03-30] | 0.2 | 0.3 |
| HF | DCM Alpha LLC | 2012-03-03 | 0.0 | |
| HF | DCM Everest LLC | 2012-03-03 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 88.5 |
| (b) Individuals (high net worth individuals) | 77 | 141.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,693 | 238.1 |
| By Discretionary | ||
| Discretionary | 1,071 | 151.0 |
| Non-Discretionary | 622 | 87.1 |
| Total | 1,693 | 238.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.1 | |
| Total | 1,693 | 238.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Brian Boyle | 8 | ||
| Golden Valley Capital Partners LLC | 1 | ||
| Boyle Capital Management LLC | 1 | ||
| Erik Ritland | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JCP Investment Management LLC
✚
|
TX | 0.2 |
|
Bluestone Capital Management LLC
✚
|
PA | 0.2 |
|
Montrose Advisors Incorporated
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|
NY | 0.2 |
|
Blue Square Asset Management LLC
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|
NY | 0.2 |
|
ODIN Capital Management LLC
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|
CT | 0.2 |
|
Chicago Wealth Management Inc
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|
IL | 0.2 |
|
Lokken Investment Group LLC
✚
|
DE | 0.2 |
|
Game Creek Capital LP
✚
|
MA | 0.2 |
|
Southwind Associates of NJ Inc
✚
|
NY | 0.2 |
|
Park Miller LLC
✚
|
CA | 0.2 |