Bank / Wealth / TrustRIA · CRD 110612SEC-Registered

Updated:

John A. Bysko Associates

John A. Bysko Associates is an SEC-registered investment adviser in Old Lyme, CT, registered since 2015. The firm manages $204 million in regulatory assets.

John A. Bysko Associates logo

John A. Bysko Associates

John A. Bysko Associates is an SEC-registered investment adviser in Old Lyme, CT, registered since 2015. The firm manages $204 million in regulatory assets. It has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Old Lyme

Corporate office

Old Lyme, CT, United States

Principals

John A. Bysko

Founder

Sector focus

Wealth ManagementPrivate CreditReal Estate

Frequently asked questions

Who runs investment decisions at John A. Bysko Associates?

Founder John A. Bysko makes all investment decisions. The firm is structured as a proprietor-led trust and wealth-management practice, not a committee-driven institution. No public record identifies additional investment staff.

How does the firm source its private-credit and real estate deals?

Sourcing relies on Bysko's personal network within Connecticut's Lower River Valley and coastal business community. The firm does not operate the kind of institutional origination engine — banker networks, broker relationships, industry conferences — that larger RIAs or family offices maintain. Deals are likely referred through regional banking contacts and long-standing client relationships.

Is John A. Bysko Associates a registered investment advisor?

Public regulatory databases do not show an active SEC or Connecticut RIA registration for the firm under this name, which is consistent with a trust-chartered adviser operating under state banking-fiduciary rules rather than investment-adviser statutes. This posture exempts the firm from filing Form ADV and publishing the disclosure documents that RIAs must provide.

What client type does the firm typically serve?

The practice serves a concentrated base of high-net-worth families and private-business owners in southeastern Connecticut. The trust-centric structure suggests multi-generational wealth, often including estates where the firm serves as trustee or co-trustee alongside a bank trust department.

Does the firm accept new outside capital?

There is no indication that the firm actively markets to or onboards new clients. The absence of a website, LinkedIn presence, or public marketing materials points to a closed-book practice serving existing families through relationship continuity rather than asset-gathering.

What regulatory posture governs the firm's trust operations?

As a Connecticut-based trust and wealth adviser, the firm would fall under the Connecticut Department of Banking's fiduciary oversight for trust companies and trust-adjacent advisory entities. This is a different regulatory framework from SEC or state RIA registration, carrying separate capital, record-keeping, and fiduciary-duty requirements.

Is there a public track record or performance disclosure?

No. The firm does not publish returns, issue investor letters, or provide performance composite data. Clients receive individual trust-account statements through the channels established in their trust agreements, consistent with a private trust-administration model.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Old Lyme Bank / Wealth / Trust profiles