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 registered with the SEC and organized as a limited liability company. The firm has been SEC-registered since 2004 and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and individual ownership. The snapshot flags several characteristics about how the firm positions itself: it does not identify as a capital allocator, does not report being an active ESG investor, and is not listed as a multi-state adviser. The profile also indicates the firm is not newly formed, is not a pension consultant, and is not reported as a related adviser. The firm did not supply details about its client base, fee structure, advisory activities, or industry affiliations in the provided data.

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

    Ryan Smith

    Chief Compliance OfficerCRD 4596415

Contacts

3 of 11
  • Kyle Jones

    Kyle Jones

    Registered RepresentativeCRD 5796709

  • Michael Turner

    Michael Turner

    Managing DirectorCRD 2777639

  • John Powell

    John Powell

    Investment Banking AnalystCRD 8030584

Unlock 8 more contacts

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