BYRON PLACE CAPITAL MANAGEMENT, LLC

Overview

Byron Place Capital Management, LLC is an SEC-registered advisory firm organized as an LLC and registered in 2024. The firm serves both individual/family and institutional clients, focusing its advisory work on discretionary portfolio management for individuals, small businesses and investment companies. Its fee model combines a percentage-of-AUM billing with performance-based fees and other fee arrangements, which indicates the firm can operate both traditional advisory mandates and performance-compensated strategies or pooled vehicles. Investment preference is equity-oriented: the firm shows a clear tilt to exchange-traded equities as its primary asset class while retaining flexibility to use mutual funds and third-party alternative managers. Byron Place appears to run concentrated, discretionary relationships — managing a relatively small number of clients with sizable average account sizes — and uses a brokerage custodian setup that supports direct trading and model/SMA implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices