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HoyleCohen
HoyleCohen was established by Mark S. Hoyle and Kevin Cohen. The firm provides wealth management to multiple families with services spanning investment...
HoyleCohen
HoyleCohen was established by Mark S. Hoyle and Kevin Cohen. The firm provides wealth management to multiple families with services spanning investment management, financial planning, and legacy planning. The firm allocates across private equity, private credit, direct co-investments via SPVs, and philanthropic vehicles. It maintains exposure in North America and the Middle East & Central Asia. Confirmed focuses include healthcare services, biotech, and ESG strategies. No specific portfolio holdings are publicly detailed. The firm operates from its San Diego headquarters. It maintains membership in NAPFA and the Financial Planning Association. In Q3 2024 HoyleCohen merged into The Colony Group. The structure centers on a long-term advisory relationship model rather than a single-family mandate. The 2024 merger integrates its operations into a larger platform while preserving the original client base.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
3.6B (Altss estimate)
Location
Region
North America
Country
United States
City
San Diego
Corporate office
9350 Waxie Way, San Diego, CA 92123, United States
Principals
Mark S. Hoyle
Co-founder and Managing Director
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at HoyleCohen?
Mark S. Hoyle and Kevin Cohen serve as co-founders and managing directors. Mark Delfino holds the role of CEO and senior managing partner.
Is HoyleCohen structured as a single family office or does it operate more like a venture firm?
HoyleCohen operates as a multi-family office. It serves multiple affluent families through advisory services rather than a venture-style deployment model.
Does HoyleCohen participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments through SPVs. It also maintains private credit and philanthropic allocations.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
How is HoyleCohen related to The Colony Group?
HoyleCohen merged into The Colony Group in Q3 2024.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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