SourcingSourcing

BOYNE CAPITAL MANAGEMENT, LLC

C22
CRD 285919·SEC 801-117083·MIAMI, FL
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOYNE CAPITAL MANAGEMENT, LLC
CRD
285919
SEC file #
801-117083
EIN
—
DBA names
Boyne Capital

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
'20'26
$244.1M → $1.16B▲ +375%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
33
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
13 advisors → 32 advisors▲ +146%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/boyne-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCDOWELL, DEREK, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCDOWELL, DEREK, ALAN
HERMAN, ADAM, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:boyne.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2567982
Trust Company Affiliate
No

People (3)

3
MCDOWELL, DEREK, ALAN
Direct Owner · 87.5%
2567982
HERMAN, ADAM, SCOTT
Direct Owner · 17.5%
6753734
BARRETT, VALERIE, DAY
Executive Officer · 2.5%
7148259