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, organized as a limited liability company and SEC-registered since 2001, operates as an independent registered investment adviser and capital allocator. The firm serves both individual/family and institutional clients and offers a mix of billing approaches, including percentage-of-AUM, fixed fees, performance-based fees and other arrangements. Bayshore is active in commodity pool/CTA activity and provides financial planning plus portfolio management across individual, pooled vehicle and institutional mandates. It also performs manager selection and acts in sponsor/GP/managing-member roles for pooled investment vehicles. Bayshore does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.