BYRNE ASSET MANAGEMENT, LLC

Adviser information for BYRNE ASSET MANAGEMENT, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	149	$210.9M
Non-Discretionary	0	$0
Total	149	$210.9M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	146	$177.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	2	$14.0M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	1	$19.1M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	2
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-61943
SEC ERA File Number	801-61943
SEC CIK Numbers	None
SEC CRD Numbers	125221
Legal Entity Identifier	None

Principal Office

4422 NJ 27
SUITE C 2
KINGSTON
NJ
United States

Monday - Friday, 9AM - 5PM

Tel: 609-497-1776, Fax: 609-497-1770

Websites

www.byrneasset.com

Chief Compliance Officer

TOM BYRNE

MANAGING MEMBER

4422 NJ-27

SUITE C-2

KINGSTON

United States

Tel: 6094971776

Fax: 6094971770

T*******@*************M

(Full email address available in API data)

Regulatory Contact

ART ERNST

ADVISOR