The Bycoff Group LLC

Overview

The Bycoff Group LLC is an owner-operated limited liability advisory firm that manages discretionary portfolios for high-net-worth individuals, families and institutional/business clients. Investment emphasis is on publicly traded equities delivered through separately managed accounts and pooled products, with a clear tilt toward liquid, exchange-listed investments. The firm offers portfolio management services tailored to both individuals/small businesses and larger business or institutional clients, and structures fees using a blend of percentage-of-AUM, hourly charges and performance-based arrangements that allow alignment with outcomes for certain client segments. Manager and allocation activity centers on equity exposure as the primary risk/return driver, supplemented by selective third-party fund allocations. The firm is not positioned as a capital allocator; instead it uses external managers and private placement vehicles when specific alternative exposures are required. ESG is not an active focus for its investing approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices