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 SEC-registered investment adviser organized as an LLC and operating since 2003. The firm provides portfolio-management services to individuals, small businesses and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Byrne’s stated advisory activities focus on discretionary portfolio management for both personal and business/institutional accounts. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. Byrne received a placement on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5
Brendan Byrne
Managing MemberCRD 1624075
Jason Rapp
Head of Equity Portfolio ManagementCRD 2627584
Brian Arena
AdvisorCRD 7207070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$22.4M in ETFs
97%
$21.6M
3%
$761K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $2.3M | 3,300 | 10.13% |
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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