Byrne Asset Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Byrne Asset Management LLC
✚
CRD #125221
SEC #801-61943
CIK #0001911322
AUM 268.7 M (2026-03-10)
Employees 5 (100% Investors, 0% Brokers)
Fees
Minimum
Phone609-497-1776
Address4420 Nj 27
Kingston, NJ 08528
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002003201120192027
CIK Period
0001911322
Sector Form 13F Holdings Value ($M)
Alphabet Inc 10.5
Apple Inc 8.2
Microsoft Corp 7.1
Nvidia Corp 6.6
Amazon Com Inc 5.4
Advanced Micro Devices Inc 5.1
Johnson & Johnson 4.6
Corning Inc /NY 4.6
Applied Materials Inc /DE 4.2
Caterpillar Inc 3.7
J P Morgan Chase & Co 2.9
Visa Inc 2.5
Toll Brothers Inc 2.5
Cisco Systems Inc 2.4
Facebook Inc 2.2
Micron Technology Inc 2.2
International Business Machines Corp 2.0
ASML Holding NV 1.9
General Electric Co 1.8
Taiwan Semiconductor Manufacturing Co Ltd 1.7
NRG Energy Inc 1.5
BlackRock Inc 1.5
Allspring Multi-Sector Income Fund 1.5
Deere & Co 1.5
BlackRock Floating Rate Income Trust 1.4
Franklin Ltd Duration Income Trust 1.4
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 166 249.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 18.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 166 268.7
By Discretionary
Discretionary 166 268.7
Non-Discretionary 0 0.0
Total 166 268.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 268.7
Total 166 268.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001911322]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients2
ServesInstitutional, Retail
Comparable Firms State AUM
Hardy & Hardy Co LLC
✚
OH 269.4 M
Fortress Wealth Management Inc
✚
CA 269.3 M
Atlas Fiduciary Services Inc
✚
NH 269.3 M
Dorado Wealth Management LLC
✚
268.8 M
Peak Financial Advisors LLC
✚
CO 268.8 M
Stonebridge Capital Management Inc
✚
CA 268.7 M
Andrews Advisory Associates LLC
✚
HI 268.6 M
Sage Investment Advisers LLC
✚
NY 268.4 M
JMK & Associates LLC
✚
WA 268.4 M
BPM Wealth Advisors LLC
✚
CA 268.3 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com