Byron Place Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,495,493
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
36
72% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$930,430
About
Byron Place Capital Management, LLC manages about $48.4 million across a small client base that includes individuals, high-net-worth individuals, charitable organizations, and other investment advisers. The firm provides discretionary portfolio management, prepares an Investment Policy Statement for each client, and may act as a subadviser to unaffiliated advisers.
The firm primarily recommends equity investing, including non‑U.S. securities, and pursues a long‑term trading approach informed by fundamental, cyclical, quantitative analysis and modern portfolio theory. BPCML seeks discretionary authority to implement client portfolios, conducts at least annual reviews, and discloses that qualified clients may elect performance‑based fee arrangements with specified high‑water mark treatment and quarterly in‑arrears billing.
What distinguishes the firm from many peers is the combination of acting as a subadviser to other advisers and explicitly offering performance‑based fee arrangements with high‑water‑mark provisions, together with disclosures about accepting soft‑dollar research benefits and requiring clients to use a specified broker‑dealer. These operational and fee‑arrangement features, along with the firm’s focus on managing accounts for other advisory entities, are less common among similarly supported firms.
Client services
Portfolio management
Sub adviser services
Expertise
Wealth management
Active portfolio management
Fee options
1.00% annually
20.00% of capital appreciation (performance fee) with high water mark; clients may opt to pay either this or 1% annual fee
Account minimum: $500,000
Main office location
Byron Place Capital Management, LLC
406 Main Street, Suite 6
Metuchen NJ 08840, United States
Number of offices
1
Most active in
Byron Place Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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