Byrne Asset Management

Overview

Byrne Asset Management is an independent, fee-only investment management firm based in Kingston, New Jersey, serving individuals, families, companies, and institutions nationwide. The firm offers personalized investment management and financial planning services, combining institutional-level expertise with individualized attention. Their approach emphasizes direct access to portfolio managers, personalized strategies aligned with clients' goals, and a commitment to transparency with no commissions or hidden fees. The firm's investment philosophy focuses on understanding clients' unique objectives, determining appropriate asset allocations, ensuring diversification, selecting quality investments, and continuous monitoring and adjustments. Their team comprises experienced professionals with backgrounds in securities law, investment banking, hedge funds, private equity, and quantitative analysis. The firm manages a diverse portfolio across various asset classes, including equity, fixed income, real estate, private equity, and venture capital, catering to different investment stages such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily on the United States, and they invest across a wide range of industries, including technology, healthcare, financial services, consumer goods, energy, industrial, materials, telecommunications, utilities, real estate, media, entertainment, transportation, consumer services, and retail. Byrne Asset Management's investment sizes range from $1 million to $50 million, depending on the specific investment opportunity and client requirements.

Investment Focus

• Accredited investor status
• Alignment with firm's investment philosophy and strategies

Portfolio Companies