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BYRON PLACE CAPITAL MANAGEMENT, LLC

CRD 282078File 801-130654
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$48.4M
Bottom 25% of cohort (national)
Discretionary AUM
$48.4M
Clients
39
39 accounts
Employees
2
Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 11, 2024
Principal office
406 MAIN STREET, SUITE 6, METUCHEN, NJ, 08840
Phone
732-841-6641

Assets & accounts

ADV Item 5F
Total regulatory AUM
$48.4M
Discretionary AUM
$48.4M
Non-discretionary AUM
$0
Discretionary accounts
39
Non-discretionary accounts
0
Total accounts
39
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$14.5M
Charitable organizationsFewer than 5$202K
High net worth individuals26$30.6M
Pension and profit sharing plansFewer than 5$246K
Individuals (other than high net worth individuals)10$2.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SUB-ADVISER FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for investment companies
  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.