Boyne Capital

RIASEC RegisteredEst. 2019
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$145M
Accounts
8
Employees
33
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
285919
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Boyne Capital is an SEC-registered limited liability company that operates as a private equity fund manager focused on institutional clients. The firm was registered with the SEC in 2019 and is owned by an individual. Its principal advisory activity is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner, and managing member of those vehicles rather than acting primarily as a capital allocator. Boyne Capital reports being an active ESG investor and uses a combination of fees, including a percentage-of-AUM component and performance-based charges.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Adam Herman

    Adam Herman

    Chief Operating OfficerCRD 6753734

  • Valerie Barrett

    Valerie Barrett

    Vice President and Chief Compliance OfficerCRD 7148259

  • Mark Glassman

    Chief Financial OfficerCRD 8324919

Contacts

1 of 1
  • Derek Mcdowell

    Derek Mcdowell

    Managing PartnerCRD 2567982

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3350 Virginia St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth