Adviser Profile
| As of Date | 07/13/2024 |
| Registration status | Registration Changed to BYRON PLACE CAPITAL MANAGEMENT, LLC |
| ADV Location | METUCHEN, NJ, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 28,788,907 -2% |
| of that, discretionary | 28,788,907 -2% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 757,603 6% |
| % High Net Worth | 65.79% 10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds