The BYRD FAMILY OFFICE is a privately held investment adviser that advises $5.31Bn in regulatory assets under management held in 6 SEC fund types across 6 investment strategies. BYRD FAMILY OFFICE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 357% over the last 5-years.
The Group has been registered with the SEC for 10.51 years and is comprised of 2 filing and 1 relying advisers. They operate out of 3 office locations with their Headquarters at 7500 OLD GEORGETOWN ROAD SUITE 705, BETHESDA, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 38 employees comprised of 10 investment and 28 non-investment staff. The total number of Employees increased by 245.45% over the last 5-years.
Their $5.31Bn in assets advised are owned by 21 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $4.6Bn or 86.64% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $709.61mn or 13.36% of Total Assets.
The Group's top investment strategies include Early Stage, Traditional LBO and FI/Credit - Diverse, representing 31.43%, 29.58% and 14.97% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 6 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 6 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $6.41mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BYRD FAMILY OFFICE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.