Asset ManagerRIA · CRD 10603SEC-Registered

Updated:

LYLE & FORSYTH INVESTMENT MANAGERS

Lyle & Forsyth Investment Managers is an SEC-registered investment adviser in San Rafael, CA, since 1982. The firm manages $221 million in assets, $94 million...

LYLE & FORSYTH INVESTMENT MANAGERS

Lyle & Forsyth Investment Managers is an SEC-registered investment adviser in San Rafael, CA, since 1982. The firm manages $221 million in assets, $94 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Lyle & Forsyth Investment Managers?

No principals have been publicly named or attributed to the firm. Investment decision-making structure is not confirmed in available public records (per public record).

What is Lyle & Forsyth Investment Managers' AUM?

The firm has not publicly disclosed an AUM figure. No external sources have reported a specific number (public record).

Does Lyle & Forsyth Investment Managers participate in direct deals or fund commitments?

No investment activity – whether direct deals, fund commitments, co-investments, or other structures – has been reported in accessible sources (public record).

Which sectors does Lyle & Forsyth Investment Managers target?

The firm has not publicly specified any sector focus. No portfolio holdings or investment themes are documented (public record).

Where does the underlying wealth come from?

Neither the firm nor any external source has disclosed the origin of its capital or any underlying wealth (public record).

Profile maintained by 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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