Lyle & Forsyth Investment Managers
Lyle & Forsyth Investment Managers is an SEC-registered ria in San Rafael, CA with $221.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Lyle & Forsyth Investment Managers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 10603, SEC 801-16717, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $221.2M (2026-03-03)
- Firm type
- Ria
- Location
- San Rafael, CA
- Employees
- 2
- Clients
- 79
- CRD
- 10603
- Ownership
- LYLE, ALLAN, GLEN; LYLE, ALLAN GLEN
How much AUM does Lyle & Forsyth Investment Managers have?
Lyle & Forsyth Investment Managers reported $221.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Lyle & Forsyth Investment Managers?
Disclosed owners and executives of Lyle & Forsyth Investment Managers include LYLE, ALLAN, GLEN, LYLE, ALLAN GLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.