Byrne Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$249,877,310
Clients
166
Advisors
5
of 5 employees
About
Byrne Asset Management serves high‑net‑worth individuals, family offices, and small institutions, providing discretionary investment advisory services, asset allocation guidance, and basic financial planning. The firm generally requires a minimum account size (noted at $250,000) and also provides non‑discretionary asset‑allocation advice to at least one large endowment exceeding $1 billion.
Investment decisions are driven by a proprietary valuation model augmented by earnings data, fundamental research, and a developing quantitative database, with firmwide reviews and regular client communication. The firm uses model core and dividend portfolios as reference points when tailoring discretionary accounts and may deploy tactical tools such as protective stop orders alongside its primary asset‑allocation approach.
Distinctive for a firm of its size, Byrne publishes performance summaries and GIPS‑compliant disclosure sheets for several specialized model strategies and maintains separate accounts—including small‑cap, large‑cap value, and a long/short strategy—that can use margin and often have higher turnover, primarily targeted to institutional investors and family offices. The firm also discloses an intentional shift in management responsibilities over time, with senior leadership reducing day‑to‑day portfolio management and investment duties rotating among different professionals.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: Up to 1.1% for equity accounts; up to 0.5% for fixed income accounts; blended rate for balanced accounts $5,000,000+: Reduced on a sliding scale; fees may be negotiated or reduced in other circumstances
Account minimum: $250,000 Fee-only: Annual fees based on a percentage of assets under management, deducted quarterly in arrears; fees up to 1.1% for equity, up to 0.5% for fixed income, blended rates for balanced accounts; negotiable in limited circumstances
Main office
4420 Nj 27, Suite C 3
Kingston NJ 08528
Advisors at this office
5
Most active in
California · Florida · Georgia · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brendan B
Series 65
Kingston, NJ
Byrne Asset Management, LLC
Brendan Byrne is a financial advisor with Byrne Asset Management, LLC, holding a Series 65 designation and over 22 years of industry experience. He has been with Byrne Asset Management since 1992. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis to guide investment decisions, and it is notable for publicly disclosing performance data for certain strategies.
Brian A
Series 65
Kingston, NJ
Byrne Asset Management, LLC
Brian Arena is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and previously worked for the State of New Jersey - Division of Investment for 33 years before joining Byrne Asset Management in 2019. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly disclosing performance for certain strategies.
Zhaonian C
Series 65
Kingston, NJ
Byrne Asset Management, LLC
Zhaonian Chen is a financial advisor at Byrne Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Byrne Asset Management since 2014. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model alongside fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies, which is uncommon among its peers.
Arthur E
CFP®, Series 63, Series 66
Kingston, NJ
Byrne Asset Management, LLC
Arthur Ernst is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Byrne Asset Management, LLC since 2006. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies.
Brendan B
Series 65
Kingston, NJ
Byrne Asset Management, LLC
Brendan Byrne III is a financial advisor at Byrne Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Dodge and Cox and Joele Frank, Wilkinson, Brimmer, Katcher. Byrne Asset Management serves high-net-worth individuals, family offices, and small institutions, offering discretionary investment advisory services and asset allocation guidance. The firm employs a proprietary valuation model supported by fundamental and quantitative research and maintains specialized model strategies and separate accounts for institutional clients.
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