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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- FrontierEmber ridge
- Established Date
- 04-07-2003
- Office Locations
- 1
Office Locations
About Byrne Asset Management, LLC
Byrne Asset Management LLC is an independent, fiduciary, fee-only SEC-registered investment advisor based in Central New Jersey serving clients nationwide. The firm provides retirement plan consulting for companies (e.g., 401(k), SIMPLE, SEP) to reduce plan costs and complexity, and OCIO/portfolio management for pensions, family offices, and other institutions. Investment decisions are made in-house by career portfolio managers focused on improving returns while controlling risk and aligning portfolios to client goals.
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Owner & Executives
BRENDAN THOMAS BYRNE JR
Chief Compliance Officer, Director, Managing Member
- CRD
- #1624075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brian John Arena
Portfolio Manager
- CRD
- #7207070
Brendan Thomas Byrne III
Portfolio Manager, Analyst
- CRD
- #8085250
Element horizon
Summit prime eagle
- CRD
- #49889
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,699,815 | $1,618,674 |
| Non-Discretionary | $0 | -- |
| Total | $268,699,815 | $1,618,674 |
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Separately Managed Accounts
Total SMA Asset: $268,699,815
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $3,089,444,091 | 39.2% |
| Corporate - Investment Grade | $1,757,515,388 | 22.3% |
| Cash | $3,034,275,447 | 38.5% |
| Total | $7,881,234,926 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE HORIZON | PATHWAY PIONEER | FEGLX5OQF | UMCSW | 12.14% | $10,090,233 |
| PATHWAY ZENITH | BRIDGE PEAK | VGOIA1NB1 | LWCN | 3.44% | $56,204,086 |
| BRIDGE WAVE | BEACON MATRIX | RIKF69Z4F | ZENQO | 1.84% | $88,538,811 |
| FOUNDATION WAVE | VALUE OPTIMA | D3464SK2R | KBBB | 4.48% | $53,975,511 |
| CREST VALUE FOUNDATION | MOMENTUM VITAL | R3BPW6PT7 | JIKZ | 8.53% | $19,685,669 |
| PRIME RIDGE DELTA | VITAL FUSION | 4S2MTWAED | KSIX | 11.69% | $101,830,525 |
| MERIDIAN OAK FOCUS | QUANTUM LEGACY | XZ1047F1U | NRT | 3.91% | $84,902,397 |
| BEACON MERIDIAN OPTIMA | CATALYST GLACIER | U6OPTU5ZA | BUI | 9.39% | $103,972,640 |