Byron Place Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metuchen, NJ. Its latest Form ADV filing, dated March 16, 2026, reports $48M in regulatory assets under management, 2 employees, and 39 accounts.
Assets Under Management
$48M
Employees
2
Offices
--
Total Clients
39
Primary office
METUCHEN, NJ
406 MAIN STREET, SUITE 6, METUCHEN, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
26
2
Individuals
25.6%
10
3
Investment Cos.
2.6%
1
4
Pension Plans
2.6%
1
5
Charitable
2.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$48Mas of March 16, 2026
Discretionary100.0%
$48M
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$48M
Total Accounts39
10Y AUM Change+$20M (+68.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee20:1
10Y Employee Change0 (0.0%)
* 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.