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THE BYCOFF GROUP LLC

Legal name: BYCOFF GROUP LLC

CRD 334192File 801-131722
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$72.6M
Bottom 25% of cohort (national)
Discretionary AUM
$72.6M
Clients
62
71 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jan 2, 2025
Principal office
Not reported
Phone
781-801-5559

Assets & accounts

ADV Item 5F
Total regulatory AUM
$72.6M
Discretionary AUM
$72.6M
Non-discretionary AUM
$0
Discretionary accounts
71
Non-discretionary accounts
0
Total accounts
71
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals26$30.8M
Pooled investment vehicles2$30.0M
Individuals (other than high net worth individuals)34$11.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • Performance-based 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

DateFieldFromToChange
Apr 1, 2026Clients462increased by58
Apr 1, 2026AUM$36,710,296$72,646,995increased by$35,936,699
Apr 1, 2026Accounts771increased by64
Dec 1, 2025
vs May 1, 2025
RegistrationAPPROVED-120APPROVED
Dec 1, 2025
vs May 1, 2025
AUM$0$36,710,296increased by$36,710,296
Dec 1, 2025
vs May 1, 2025
Accounts07increased by7
May 1, 2025Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BYCOFF GROUP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BYCOFF GROUP” may also match similarly-named firms). Confirm identity against each filing.

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.