Lyle & Forsyth Investment Managers is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 3, 2026, reports $221M in regulatory assets under management, 2 employees, and 134 accounts.
Assets Under Management
$221M
Employees
2
Offices
--
Total Clients
79
Primary office
SAN RAFAEL, CA
165 NORTH REDWOOD DRIVE, SUITE 208, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
79
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of March 3, 2026
Discretionary42.7%
$94M
43% of total RAUM42.7%
Non-discretionary57.3%
$127M
57% of total RAUM57.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$221M
Total Accounts134
10Y AUM Change+$44M (+24.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.