HoyleCohen LLC

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Assets, Funds, Holdings

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CAFR Data
HoyleCohen LLC
CRD #141125
SEC #801-67037
CIK #1559077
AUM $1.7 BB (100% Disc, 100% US)
Employees44 (52% Investors, 0% Brokers)
Phone858-576-7300
Address9350 Waxie Way
San Diego, CA 92123
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
17301384103869234602004200920142020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.031.9
MSFT865,660.015.8
VEA15.4
V341,210.013.4
JNJ369,000.012.7
VB11.9
GOOGL819,810.011.2
AMZN820,610.010.9
NEE90,610.010.0
QCOM65,780.010.0
View All
Holdings by Sector ($)
0.50.40.30.20.10.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Enhanced Income Fund I [2009-04-01] 29.3 1.2
View All
Fund Directors # Filings # Firms 2011 - 2020
Joseph Cohen 3 3
Kevin Hoyle 1 1
Mark Delfino 1 1
Comparable Firms State AUM ($BB)
GMO Renewable Resources LLC
MA 2.3
HQ Capital Real Estate LP
NY 1.3
Verity Asset Management Inc
NC 0.4
Jones Barclay Boston & Company
CO 0.3
Harold Davidson & Associates Inc
CA 0.2
Third Lake Partners LLC
FL 0.1
Invesco LLC
IL 0.1
Shariaportfolio Inc
FL 0.1
Circle Squared Alternative Investments LLC
NJ 0.0
FAC Propertys LLC
NY 0.0
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