BAYSHORE PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
131546
Registered since
October 25, 2004

Firm profile

FINTRX

Overview

Bayshore Partners, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified as an investment bank rather than a capital allocator or traditional multi-state registered investment adviser. Ownership is identified as a combination of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not positioned as a pension consultant, and is not listed as a related adviser.

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

Owners & executives

1 of 1
  • Ryan Smith

    Chief Compliance OfficerCRD 4596415

Contacts

3 of 11
  • KYLE JONES

    Registered RepresentativeCRD 5796709

  • MICHAEL TURNER

    Managing DirectorCRD 2777639

  • John Powell

    Investment Banking AnalystCRD 8030584

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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

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
550 S Andrews Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth