Doyle Fund Management, LLC (New York)

Name: Doyle Fund Management, LLC
Address: 350 Park Avenue, New York, NY, 10022
Telephone: 212-226-6622

Doyle Fund Management, LLC is a large advisory firm based in New York. It manages $203.34 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Doyle Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Doyle Fund Management: assets under management

The assets under management (AUM) of Doyle Fund Management, LLC is $203.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and $203.34 million of the total AUM is attributable to clients outside of the United States.

The firm manages $203.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Doyle Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Doyle Fund Management serves?

The only and largest group of clients of Doyle Fund Management is pooled investment vehicles with 1 clients and $203.34 million of assets under management. Among the 11 most similar advisory firms, Doyle Fund Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $203.34 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Doyle Fund Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Doyle Fund Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean Micheal Doyle	Managing member & owner (dfm llc & dfs ltd.)	1 Dec 1993	75% - 100%	1493697
Deirdre A Campbell	Coo/cco	1 Jun 2006	Other	6029164

Based in New York

The principal office where Doyle Fund Management, LLC performs its advisory services is located at 350 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-226-6622. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at doylefund.com.