Byron Place Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,495,493
Clients
36
Advisors
1
of 2 employees
About
Byron Place Capital Management, LLC manages about $48.4 million across a small client base that includes individuals, high-net-worth individuals, charitable organizations, and other investment advisers. The firm provides discretionary portfolio management, prepares an Investment Policy Statement for each client, and may act as a subadviser to unaffiliated advisers.
The firm primarily recommends equity investing, including non‑U.S. securities, and pursues a long‑term trading approach informed by fundamental, cyclical, quantitative analysis and modern portfolio theory. BPCML seeks discretionary authority to implement client portfolios, conducts at least annual reviews, and discloses that qualified clients may elect performance‑based fee arrangements with specified high‑water mark treatment and quarterly in‑arrears billing.
What distinguishes the firm from many peers is the combination of acting as a subadviser to other advisers and explicitly offering performance‑based fee arrangements with high‑water‑mark provisions, together with disclosures about accepting soft‑dollar research benefits and requiring clients to use a specified broker‑dealer. These operational and fee‑arrangement features, along with the firm’s focus on managing accounts for other advisory entities, are less common among similarly supported firms.
Client services
Expertise
Fee options
1.00% annually
20.00% of capital appreciation (performance fee) with high water mark; clients may opt to pay either this or 1% annual fee
Account minimum: $500,000
Main office
406 Main Street, Suite 6
Metuchen NJ 08840
Advisors at this office
1
Most active in
New Jersey
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.
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