Hoyle Capital, LLC
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About
Hoyle Capital, LLC provides discretionary portfolio management and investment services primarily to accredited and high-net-worth investors, typically through managed accounts and pooled investment arrangements rather than mass retail relationships. The firm offers active portfolio management and coordinates fee billing through clients' custodians when authorized.
The firm’s investment process is driven by a quantitative screening tool built from roughly 50 years of market data to identify trend changes and implement tactical asset-allocation decisions intended to extract alpha; it draws on third-party market data sources and may incorporate options and private-placement opportunities within client strategies. Hoyle Capital generally seeks discretionary trading authority, maintains written diversification limits for client portfolios, and conducts formal reviews on a regular basis.
Noteworthy aspects relative to peers include an alternative compensation option that links adviser compensation to performance against a long-term S&P 500 benchmark with a high-water mark, and a business model focused on accredited investors and pooled vehicles with an explicitly disclosed minimum-account approach and occasional waivers. The firm was newly formed at the time of the brochure with no reported assets under management and participates in an institutional custodian platform; it also discloses paid solicitor arrangements for client referrals.
Client services
Expertise
Fee options
Maximum annual performance fee of 30% for qualified clients, charged only if portfolio outperforms 20-year equivalent rate of return of the S&P 500 index.
Account minimum: $250,000
Main office
Spring TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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