Bayshore Capital

RIASEC RegisteredEst. 2001

Total AUM

$879M

Discretionary

$782M

89% of AUM

Avg account

$23.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 110209
Registered since: March 9, 2001
Website: bayshorecap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI46.97%
Pooled Investment Vehicles41.46%
Other Investment Advisers11.02%
Insurance Companies0.4%
Individuals0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bayshore Capital is an independent, SEC-registered investment adviser formed in 2001 and structured as an LLC. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that constructs and manages pooled vehicles in addition to providing advisory services at the account level. Its business activities include acting as a CPO/CTA and serving as sponsor, general partner or managing member of pooled investment vehicles. Advisory services listed include financial planning, discretionary portfolio management for individuals, small businesses and institutions, management of pooled investment vehicles, and the selection of other advisers. Fee arrangements are varied and include percentage-of-AUM fees, fixed fees, performance-based fees and other fee structures. Bayshore does not identify as an active ESG investor and is not flagged as a multi-state adviser. The firm also indicates it is not a pension consultant and has no related adviser relationships reported.