BOYLE CAPITAL

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Iowa, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,006	$159.9M
Non-Discretionary	603	$81.9M
Total	1,609	$241.8M

Clients

Type	Number	RAUM
Individuals	367	$88.9M
HNW Individuals	75	$144.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$8.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMHourly chargesPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	118.3M

Portfolio Manager to Program	Sponsor
BOYLE CAPITAL MANAGED ACCOUNT PROGRAM	BOYLE CAPITAL

Identifiers

SEC RIA File Number	801-67954
SEC ERA File Number	801-67954
SEC CIK Numbers	1573485
SEC CRD Numbers	132416
Legal Entity Identifier	None

Principal Office

1230 OFFICE PLAZA DRIVE
WEST DES MOINES
IA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic