Single Family OfficeRIA · CRD 174158SEC-Registered

Updated:

SJ BOYLE WEALTH PLANNING, LLC

SJ BOYLE WEALTH PLANNING, LLC is an SEC-registered investment adviser in HANOVER, NH. The firm manages approximately $31 million in regulatory assets.

SJ BOYLE WEALTH PLANNING, LLC

SJ BOYLE WEALTH PLANNING, LLC is an SEC-registered investment adviser in HANOVER, NH. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Principals

SJ Boyle

Founder

Sector focus

Private Wealth Management

Frequently asked questions

Who runs investment decisions at SJ BOYLE WEALTH PLANNING, LLC?

SJ Boyle is the founder and appears to be the principal decision-maker at the firm. No other named professionals are publicly associated with SJ BOYLE WEALTH PLANNING, LLC.

Is SJ BOYLE WEALTH PLANNING, LLC a single family office or does it operate more like a multi-family office?

Based on available information, SJ BOYLE WEALTH PLANNING, LLC is structured as a single-family office serving the Boyle family. There is no public indication that it accepts outside capital or serves other families.

What investment stages does SJ BOYLE WEALTH PLANNING, LLC typically target?

The firm's specific investment stage preferences are not disclosed. However, as a family office wealth planning vehicle, it likely focuses on private equity co-investments and credit opportunities suited to long-term capital preservation, though this cannot be confirmed from public sources.

Which sectors does SJ BOYLE WEALTH PLANNING, LLC explicitly avoid?

The firm does not publicly disclose any sectors it avoids. No negative-sector preferences have been identified in available records.

Does SJ BOYLE WEALTH PLANNING, LLC participate in fund commitments or only direct deals?

The firm's investment approach is not publicly documented. As a private LLC, it may engage in both fund commitments and direct investments, but no specifics are available in public records.

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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