BYRNE ASSET MANAGEMENT, LLC

CRD 125221File 801-61943

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$268.7M

Below cohort median (national)

Discretionary AUM

$268.7M

Clients

168

166 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 7, 2003
Principal office: 4420 NJ 27, SUITE C 3, KINGSTON, NJ, 08528
Phone: 609-497-1776
Website: HTTP://WWW.BYRNEASSET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $268.7M
Discretionary AUM: $268.7M
Non-discretionary AUM: $0
Discretionary accounts: 166
Non-discretionary accounts: 0
Total accounts: 166
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	166	$249.9M
Pension and profit sharing plans	2	$18.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.