# Byron Place Capital Management, LLC

> Byron Place Capital Management, LLC is an SEC-registered investment advisory firm in Metuchen, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 282078
- Filed as: BYRON PLACE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Metuchen, NJ
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282078
- AdvisorCensus page: https://advisorcensus.com/firm/byron-place-capital-management-llc-metuchen-nj-282078

## Quick answers

**How is Byron Place Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Byron Place Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Byron Place Capital Management, LLC located?**
Byron Place Capital Management, LLC's principal office is in Metuchen, NJ, according to its Form ADV.

**Is Byron Place Capital Management, LLC registered with the SEC or a state?**
Byron Place Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 282078.

**How much does Byron Place Capital Management, LLC manage?**
Byron Place Capital Management, LLC reports $48,395,420 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Byron Place Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Byron Place Capital Management, LLC: Regulatory assets under management: $28,788,907 in the October 2024 data and $48,395,420 in the October 2026 data, up 68%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Byron Place Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (10); investment companies (1).

**Which custodians does Byron Place Capital Management, LLC use?**
Byron Place Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Byron Place Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282078

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $48,395,420
- Discretionary: $48,395,420
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,861,498 |
| High net worth individuals | 26 | $30,633,995 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $14,451,625 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $246,307 |
| Charitable organizations | 1 | $201,995 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [byronplacecapital.com](https://byronplacecapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $28,788,907 | 2 | June 10, 2024 |
| October 2025 | $48,755,874 | 2 | March 31, 2025 |
| October 2026 | $48,395,420 | 2 | March 16, 2026 |

Regulatory assets under management: $28,788,907 in the October 2024 data and $48,395,420 in the October 2026 data, up 68%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Byron Place Capital Management, LLC (CRD 282078): Form ADV filing data as of October 2026.