LYLE & FORSYTH INVESTMENT MANAGERS

LYLE, ALLAN GLEN Legal Name

Adviser information for LYLE & FORSYTH INVESTMENT MANAGERS last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Sole Proprietorship
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	101	$88.5M
Non-Discretionary	43	$105.9M
Total	144	$194.4M

Clients

Type	Number	RAUM
Individuals	<5	$0
HNW Individuals	70	$194.4M
Banking or thrift institutions	<5	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$0
Charitable organizations	<5	$0
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	<5	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-16717
SEC ERA File Number	801-16717
SEC CIK Numbers	None
SEC CRD Numbers	10603
Legal Entity Identifier	None

Principal Office

165 NORTH REDWOOD DRIVE
SUITE 208
SAN RAFAEL
CA
United States

Monday - Friday, 8:30 AM TO 4:30 PM

Tel: 415-492-9240, Fax: 415-499-9014

Chief Compliance Officer

ALLAN GLEN LYLE

PRESIDENT

165 N. REDWOOD DR STE 208

SAN RAFAEL

United States

Tel: 415 492-9240

Fax: 415 499-9014

A*@***************M

(Full email address available in API data)

Regulatory Contact