Byrne Asset Management LLC
Byrne Asset Management LLC is an independent, fiduciary, fee-only SEC-registered investment adviser headquartered in Kingston, New Jersey. Founded in 1999 and registered with the SEC since 2003, the firm provides discretionary investment advisory and portfolio management services, serving clients nationwide. With a team of approximately 5 employees, the firm is led and owned by Tom Byrne, who acts as Managing Member and Chief Compliance Officer. Byrne Asset Management serves individuals, high-net-worth clients, and institutions, focusing on long-term relationships and bespoke portfolio management.
Investment Strategy
Byrne Asset Management LLC provides discretionary investment advisory services tailored to each client's specific needs, goals, and objectives. The firm develops personalized investment policies and focuses on asset allocation as a critical decision for each portfolio. The investment process includes selecting and actively monitoring securities within each asset class according to client objectives and risk tolerance. Byrne Asset Management operates as a fee-only advisor, selling no products and receiving no compensation from trading or holding any particular security, thereby aligning interests purely with client outcomes. The firm emphasizes long-term, risk-aware management and provides ongoing oversight and adjustment of client portfolios.
Top Holdings
Equity Positions (445)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.53% | $10.6M | 20,496 | $334.15 | $517.95 | +$205.6K |
A AAPL | APPLE INC | 5.18% | $8.4M | 33,066 | $182.73 | $254.63 | +$2.1M |
N NVDA | NVIDIA CORP | 3.93% | $6.4M | 34,268 | $63.23 | $186.58 | +$916.2K |
A AMZN | AMAZON.COM INC | 3.47% | $5.6M | 25,680 | $163.76 | $219.57 | -$12.9K |
M META | META PLATFORMS INC CLASS A | 2.19% | $3.6M | 4,844 | $280.33 | $734.38 | +$8.6K |