Form D · Private Equity Fund

Boyles Fund I, L.P.

Charlotte, NC · CIK 0001577644

Offering snapshot reported May 24, 2013 · SEC filing

Reported sold: $25M
Investors reported: 1
Minimum accepted: $250K
First sale: May 10, 2013

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 24, 2013	Initial	$25,000,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-197045

Source: Form D, filed May 24, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BOYLES FUND I, LP

Investment adviser: BOYLES ASSET MANAGEMENT, LLC

Gross asset value: $29.5M
Beneficial owners: 15
ADV minimum commitment: $250K

Reported in Form ADV on Dec 11, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPS, A DST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP RALEIGH, North Carolina, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker CONVERGEX PRIME SERVICES LLC ALPHARETTA, Georgia, United States

Provider details

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

BDO USA, LLP
PCAOB 243

PERSHING LLC
SEC 8-17574

CONVERGEX PRIME SERVICES LLC
CRD 140185 · SEC 8-67289

Filing source

Form ADV 1255705 · Dec 11, 2018 · Schedule D 7.B.(1), fund 805-7218520237

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
. Boyles Asset Management, Llc	Executive
Joseph T. Koster	Executive
Matthew S. Miller	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

550 South Tryon Street Suite 3500
Charlotte, NC, 28202