Byrne Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kingston, NJ. Its latest Form ADV filing, dated March 10, 2026, reports $269M in regulatory assets under management, 5 employees, and 166 accounts.
Assets Under Management
$269M
Employees
5
Offices
--
Total Clients
168
Primary office
KINGSTON, NJ
4420 NJ 27, SUITE C 3, KINGSTON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.8% of total clients.
Top client categories% of clientsClients
1
HNWI
98.8%
166
2
Pension Plans
1.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of March 10, 2026
Discretionary100.0%
$269M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$269M
Total Accounts166
10Y AUM Change+$125M (+87.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee34:1
10Y Employee Change+1 (+25.0%)
* 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.