|
⚲
|
| The Bycoff Group LLC
✚
|
|
|---|---|
| CRD # | 334192 |
| SEC # | 801-131722 |
| CIK # | |
| AUM | $72.6 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-801-5559 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 11.8 |
| (b) Individuals (high net worth individuals) | 26 | 30.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 30.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 72.6 |
| By Discretionary | ||
| Discretionary | 71 | 72.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 71 | 72.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 72.6 | |
| Total | 71 | 72.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
0.1 | |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Stylus Capital LLC
✚
|
0.1 | |
|
Franco Financial Advisors Inc
✚
|
NY | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Global Investment Advisory LLC
✚
|
GA | 0.1 |
|
Madison Global Advisors LLC
✚
|
NY | 0.1 |