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| Keyboard |
| The Bycoff Group LLC
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|---|---|
| CRD # | 334192 |
| SEC # | 801-131722 |
| CIK # | |
| AUM | 72.6 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Reynolds Capital Management LLC
✚
|
NV | 74.2 M |
|
Wright Private Asset Management LLC
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CT | 74.1 M |
|
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NY | 73.3 M |
|
Stewardship Partners Investment Counsel Inc
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|
Great Northern Asset Management Inc
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FL | 73.1 M |
|
Stylus Capital LLC
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|
72.0 M | |
|
Franco Financial Advisors Inc
✚
|
NY | 72.0 M |
|
World Capital Advisors LLC
✚
|
CO | 72.0 M |
|
Global Investment Advisory LLC
✚
|
GA | 71.8 M |
|
Madison Global Advisors LLC
✚
|
NY | 71.4 M |