$72.6M Total AUM
$72.6M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS · Goldman Sachs · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
-- NEW York NY
About THE Bycoff Group LLC
THE Bycoff Group LLC is a NEW York-based RIA. The firm has been operating for 1 years. Managing $72.6M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Goldman Sachs.
Team overview
-- AVG AGE
$36.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DOUGLAS William BYCOFF
Chief Compliance Officer, Owner
- CRD
- #5558951
- Ownership
- 50% but less than 75%
Available
Available
Available
LORNE VICTOR BYCOFF
Owner
- CRD
- #6274693
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,646,995 | $1,023,197 |
| Non-Discretionary | $0 | -- |
| Total | $72,646,995 | $1,023,197 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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