Byrne Asset Management, LLC
Firm details
- Headquarters
- Kingston, New Jersey
- CRD number
- 125221
- Registered since
- April 7, 2003
- Website
- www.byrneasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.99%
- Pension & Profit Sharing Plans7.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Byrne Asset Management, LLC is an independent, owner-operated investment advisory firm organized as an LLC and registered with the SEC in 2003. The firm manages portfolios for both individual/family clients and institutional/business clients, offering portfolio management services for small businesses and institutions. Its fee model combines a percentage-of-AUM component with fixed fees. Byrne reports it is not an active ESG investor and does not identify as a multi-state or pension consultant adviser. The firm was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds51%
- Investment Grade Corp Bonds44%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Arthur Ernst
Partner, COOCRD 1201361
Contacts
3 of 4
Brian Arena
AdvisorCRD 7207070
Zhaonian Chen
Portfolio ManagerCRD 5971860
Brendan Byrne
Managing MemberCRD 1624075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 129Active vs passive
$20.2M in ETFs
97%
$19.7M
2%
$526K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $1.3M | 8,521 | 6.51% |
Location
Kingston, NJ
Somerset
Location
Kingston, NJ
Headquartered in Kingston, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 4420 Nj 27
- Time zone
- ET (UTC-5)
- Office locations
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