Asset ManagerRIA · CRD 337464SEC-RegisteredPrivate Fund Adviser

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Byers Capital Investment Advisory

Byers Capital Investment Advisory, LLC is an SEC-registered investment adviser in Menlo Park, CA, registered since 2025.

Byers Capital Investment Advisory

Byers Capital Investment Advisory, LLC is an SEC-registered investment adviser in Menlo Park, CA, registered since 2025. It advises clients on investment strategies. The firm is based in Menlo Park, CA.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Byers Capital Investment Advisory?

No named principal has been publicly disclosed as the controlling operator of the firm. The SEC registration documents list the firm as a limited liability company, but individual owners or key decision-makers are not identified in public records.

How much capital does Byers Capital Investment Advisory manage?

The firm's AUM is not publicly disclosed. Its SEC Form ADV filings indicate it manages under $1 billion in regulatory assets under management, placing it in the small advisory category.

Is Byers Capital Investment Advisory a family office or an asset manager?

The firm is registered as an SEC investment adviser, typically associated with asset management for multiple clients. Its name suggests a family tie, but it does not operate as a single-family office; instead, it appears to manage assets for a small number of high-net-worth individuals.

What investment strategy does Byers Capital Investment Advisory follow?

Public information does not describe the firm's investment strategy. As a registered adviser, it likely provides portfolio management, but specific asset classes, stage preferences, or sector focuses are not documented.

Does Byers Capital Investment Advisory have any publicly disclosed portfolio companies?

No portfolio companies have been reported in public sources. The firm's direct investment holdings are not available through regulatory filings or news reports.

Where is the underlying wealth for Byers Capital Investment Advisory from?

The origin of the wealth managed by the firm is not publicly disclosed. The name 'Byers' may reference a family, but no specific connection to a known fortune has been reported.

How does Byers Capital Investment Advisory source investment opportunities?

Deal sourcing methods are not described in public records. The firm's small size suggests it may rely on direct relationships and referrals rather than a formal sourcing platform.

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