BAY HILLS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$570M
Discretionary
$570M
100% of AUM
Avg account
$57M
Accounts
10
Employees
7
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
158603
Registered since
January 26, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

BAY Hills Capital Management, LLC is an SEC-registered private equity manager formed in 2012 and organized as a limited liability company. The firm operates principally as a sponsor and general partner, building and managing pooled investment vehicles on behalf of institutional investors. Its advisory activities emphasize portfolio management for pooled vehicles and the selection of third‑party advisers, which means BAY Hills both runs its own funds and hires outside managers when strategic. The firm’s fee model combines a percentage of assets under management with performance-based fees, consistent with private equity structures. BAY Hills identifies its client base as institutional and positions itself as a fund manager rather than a broad capital allocator. It is not registered as a multi-state adviser, does not act as a pension consultant, and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • BRET BELOHLAV

    PartnerCRD 6744117

  • LANCE MANSBRIDGE

    Founder & Managing PartnerCRD 4509458

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
435 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth