COYNE CAPITAL MANAGEMENT, LLC

Overview

Coyne Capital Management, LLC is an independent registered investment adviser that serves individuals and families with a focus on discretionary portfolio management and financial planning for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and is run as an individually owned LLC. Investment activity tilts toward liquid, exchange-traded holdings as the primary building block of client portfolios, supplemented by third-party alternative managers for less correlated exposures. The firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or related-adviser services. Coyne Capital structures portfolios around centrally managed, discretionary accounts, using a mix of separately managed account (SMA) strategies and pooled mutual funds/ETFs to implement core equity and fixed income exposure. Where clients require access to nontraditional sources of return or diversification, the adviser allocates to external alternative managers rather than acting as a direct capital allocator itself.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices