Byrne Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and financial planning.
Byrne Asset Management reports 168 clients. They include 166 high-net-worth individuals and 2 pension and profit-sharing plans. Of its assets, 100.0% ($269M across 166 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 99% | 93% |
| Pension and profit-sharing plans | 1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 166 | $250M | 93.0% | $1.51M |
| Pension and profit-sharing plans | 2 | $18.8M | 7.0% | $9.41M |
| Total | 168 | $269M | 100% | $1.6M |
- Clients
- 166
- Regulatory AUM
- $250M
- AUM share
- 93.0%
- Avg. per client
- $1.51M
- Clients
- 2
- Regulatory AUM
- $18.8M
- AUM share
- 7.0%
- Avg. per client
- $9.41M
Total
- Clients
- 168
- Regulatory AUM
- $269M
- AUM share
- 100%
- Avg. per client
- $1.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Byrne Asset Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Brendan Byrne owns 75% or more of Byrne Asset Management. The leadership team of Byrne Asset Management includes Chief Compliance Officer Brendan Byrne. It has 5 employees.
Leadership
- Brendan ByrneManaging Member / Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Brian John Arena
- Brendan Thomas Byrne JR
- Brendan Thomas Byrne III
- Zhaonian Chen
- Arthur Paul Ernst
Staff
- 5 employees
- 5 in advisory functions
- 1 soliciting firm
- Owns 75% or more of Byrne Asset Management, LLC
Brendan Byrne
Control person · since January 1999
Byrne Asset Management’s regulatory assets grew 1.5× from $176M (February 2021) to $269M (March 2026); clients rose from 131 to 168 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $269M | 168 | 5 | 1 |
| February 2025 | $216M | 155 | 5 | 1 |
| April 2024 | $211M | 149 | 5 | 1 |
| March 2023 | $181M | 142 | 6 | 1 |
| March 2022 | $217M | 138 | 5 | 1 |
| February 2021 | $176M | 131 | 5 | 1 |
Besides its headquarters, Byrne Asset Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 4420 NJ 27, Suite C 3, KingstonHQ
Contact and registration details
- Legal name
- Byrne Asset Management, LLC
- Headquarters
- 4420 NJ 27, Suite C 3, Kingston, NJ 08528
- Website
- byrneasset.com
- Phone
- 609-497-1776
- SEC file
- 801-61943
- Founded
- 1998
- Structure
- New Jersey LLC
- Fiscal year end
- December
Byrne Asset Management uses Charles Schwab ($192M, 50%) and Charles Schwab ($192M, 50%) as custodians for its separately managed accounts. Byrne Asset Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $192M50%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $192M50%
At year end, Byrne Asset Management’s separately managed accounts were mostly in bonds (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $185M across 591 positions; the largest are Alphabet Inc. Class A (5.7%), Apple Inc. (4.4%) and Microsoft Corp. (3.8%).
What the accounts hold
- Bonds95%
- U.S. government and agency bonds51%
- Investment grade corporate bonds44%
- Cash5%
Reported 13F holdings
- $185M
- Reported 13F value
- 591
- Positions
- 32.4%
- In the 10 largest
- +8.4%
- Value vs. prior quarter
- Alphabet Inc. Class A5.7%
- Apple Inc.4.4%
- Microsoft Corp.3.8%
- Nvidia Corp.3.6%
- Amazon.com Inc.2.9%
- Advanced Micro Devices I2.8%
- Johnson & Johnson2.5%
- Corning Inc.2.5%
- Applied Matls Inc.2.2%
- Caterpillar Inc.2.0%
Together, the ten largest are 32.4% of reported value.
How many clients does Byrne Asset Management have?
Byrne Asset Management has 168 clients and manages $269 million for them, as of March 2026. They include 166 high-net-worth individuals and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Byrne Asset Management offer?
Byrne Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Byrne Asset Management use?
Byrne Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $192M and Charles Schwab & Co., Inc. (Westlake, TX), with $192M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Byrne Asset Management have?
Byrne Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Byrne Asset Management invest in?
At the end of its last fiscal year, Byrne Asset Management’s separately managed accounts held 51% U.S. government and agency bonds, 44% investment grade corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Byrne Asset Management?
Byrne Asset Management’s direct owner is Brendan Byrne (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Byrne Asset Management get paid?
Byrne Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Byrne Asset Management registered with the SEC?
Yes, Byrne Asset Management has been registered with the SEC as an investment adviser since 7 April 2003. Its CRD number is 125221 and its SEC file number is 801-61943.
Source: Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record
How do I contact Byrne Asset Management?
Byrne Asset Management’s main office is at 4420 NJ 27, Suite C 3, Kingston, NJ 08528. Its phone number is 609-497-1776. Its website is byrneasset.com.