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 operates as an independently owned RIA organized as a limited liability company and has been SEC-registered since 2001. The firm functions as a capital allocator and acts in multiple advisory capacities: financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management, and the selection of other advisers. It also lists business activities as a commodity pool operator or commodity trading adviser (CPO/CTA) and participates as a sponsor, general partner, or managing member of pooled vehicles. Bayshore serves both individual and family clients as well as institutional clients, charges a mix of percentage-of-AUM, fixed, performance-based and other fee arrangements, and does not market itself as an active ESG investor.