Investment adviser · CRD 317562
EPAND BOYLE & COMPANY, INC.
Investment adviser filing (IA)
NO BELLMORE, NY, United States · Form ADV filed May 31, 2022
- Regulatory AUM
- $25M Form ADV · Item 5.F
- Client accounts
- 20 Accounts, not individual clients
- Employees
- 0 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 20 | $25,000,000 | 100.0% |
Filing source
Form ADV 1655460 · May 31, 2022 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 31, 2022. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
1836 BELLMORE AVENUENO BELLMORE, NY, 11795, United States
CRD 317562
Filing source
Form ADV 1655460 · May 31, 2022 · 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.