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BYRON PLACE CAPITAL MANAGEMENT, LLC

METUCHEN, NJ · CRD 282078 · IAPD ↗ · byronplacecapital.com · 732-841-6641

$48.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — BYRON PLACE CAPITAL MANAGEMENT, LLC reported RAUM up 69% ($28.8M -> $48.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — BYRON PLACE CAPITAL MANAGEMENT, LLC (METUCHEN, NJ) is newly SEC-registered with $28.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.