Boyne Capital
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Overview
Boyne Capital operates as a financial advisory company headquartered in Miami, Florida. The company manages $530.8 million in assets over five customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). It has a small team, including 23 financial advisors. Boyne Capital does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, options and equities.
Boyne Capital administers all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without needing the customer's approval. The company's typical account size is $106.2 million. The average financial advisor at Boyne Capital administers fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's central office is located at 3350 Virginia Street, Miami, Florida 33133. Boyne Capital is permitted to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boyne Capital by the Numbers
$530.8 million
27
5
$106.2 million
Fee Structure
Fees for financial management largely vary depending on which services the firm provides the client. However, fees charged by the company most likely consist of any blend of the following fee types: asset-based, performance-based or other. Boyne Capital does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its five customers, Boyne Capital's biggest client type by number of accounts is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boyne Capital does not have any disclosures.
Please visit its Form ADV for more details.
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