BOYLE CAPITAL – investment adviser, $342M regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	87	$225,485,959	65.9%
Individuals	331	$101,503,582	29.7%
Corporations & businesses	5	$14,965,187	4.4%

Filing source

Form ADV 2117825 · Jul 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BOYLE CAPITAL OPPORTUNITY FUND, LPHedge Fund · Last reported Oct 5, 2021$348KGross asset value

Form D fundraising filings

Boyle Capital Opportunity Fund, LP

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY & CO., LLP
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-6379878679
Reported beneficial owners: 4
Minimum commitment: $100K
Form D file number: 021-358083

Form ADV 1569529 · Oct 5, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCM ALPHA, LLCHedge Fund · Last reported Mar 27, 2015$1.34KGross asset value

Fund administrator MICHAEL J. LICCAR CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian LEGACY BANK CLIVE, Iowa, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-5799302432
Reported beneficial owners: 72
Minimum commitment: $100K
Form D file number: 021-1111

Form ADV 889330 · Mar 27, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCM EVEREST, LLCHedge Fund · Last reported Mar 27, 2015$0Gross asset value

Fund administrator MICHAEL J. LICCAR CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian BANK OF THE WEST WEST DES MOINES, Iowa, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-6048957233
Reported beneficial owners: 84
Minimum commitment: $100K
Form D file number: 021-2222

Form ADV 889330 · Mar 27, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

1230 OFFICE PLAZA DRIVE
WEST DES MOINES, IA, 50266-2300, United States

CRD 132416

Filing source

Form ADV 2117825 · Jul 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.