|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Byron Place Capital Management LLC
✚
|
|
|---|---|
| CRD # | 282078 |
| SEC # | 801-130654 |
| CIK # | |
| AUM | $48.8 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-841-6641 |
| Address | 406 Main Street, Suite 6 Metuchen, NJ 08840 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 2.6 |
| (b) Individuals (high net worth individuals) | 28 | 30.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 15.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 48.8 |
| By Discretionary | ||
| Discretionary | 41 | 48.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 48.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.8 | |
| Total | 41 | 48.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seaway Advisors Ltd
✚
|
NY | 0.1 |
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
Polaris Financial LLC
✚
|
0.0 | |
|
Rena Advisors LLC
✚
|
NY | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
Harmony Wealth Partners LLC
✚
|
MA | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Wealthpro LLC
✚
|
0.0 | |
|
Westpark Capital Inc
✚
|
NY | 0.0 |
|
St James Investment Advisors LLC
✚
|
NY | 0.0 |