Bayshore Capital

RIASEC Registered

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, individually owned registered investment adviser that has been SEC-registered since 2001. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, pooled-vehicle, business and institutional mandates. Its fee arrangements include asset-based fees, fixed fees and performance-linked fees. Bayshore also operates in roles tied to pooled vehicles—serving as sponsor, general partner or managing member—and is registered for commodity pool or trading activities (CPO/CTA). The firm reports it is not an active ESG investor.