JOHN A. BYSKO ASSOCIATES
BYSKO JOHN ALLAN Legal Name
Adviser information for JOHN A. BYSKO ASSOCIATES last updated from Form ADV on March 29th, 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 | Sole Proprietorship |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Connecticut, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 124 | $204.3M |
| Non-Discretionary | 0 | $0 |
| Total | 124 | $204.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 55 | $15.2M |
| HNW Individuals | 67 | $182.4M |
| 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 | 0 | $0 |
| Charitable organizations | <5 | $6.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-81151 |
|---|---|
| SEC ERA File Number | 801-81151 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110612 |
| Legal Entity Identifier | None |
Principal Office
100 HALLS ROADOLD LYME
CT
United States
Monday - Friday, 9:30 TO 5:00
Tel: 860-434-3632, Fax: None
Chief Compliance Officer
JOHN A. BYSKO
100 HALLS ROAD P.O. BOX 487
OLD LYME
CT
United States
Tel:
860-434-3632
J*******@************T
(Full email address available in API data)
Regulatory Contact
JOHN A. BYSKO
OWNER
100 HALLS RD P.O. BOX 487
OLD LYME
CT
United States
Tel:
860-434-3632
J*******@************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BYSKO, JOHN, ALLAN | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER | 07/1995 | > 75% |