BYRNE ASSET MANAGEMENT, LLC

Overview

Byrne Asset Management, LLC is an SEC-registered, individually owned RIA that blends a fixed-income core with active equity exposure. The firm acts for both individuals/families and institutional clients, running portfolio management for small businesses and institutional accounts. Its stated fee mix includes percentage-of-AUM and fixed-fee arrangements, which supports both discretionary investment programs and fee-based advisory relationships. Investment posture is tilted toward capital preservation and income: the firm’s single largest asset class exposure is U.S. government bonds, and fixed income is identified as the preferred allocation style. Equities are used actively across many positions — the firm reports a sizable 13F equity sleeve — while mutual funds and commodities appear as complementary building blocks. Byrne Asset Management was recognized on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices