BAYSHORE CAPITAL

BAYSHORE CAPITAL ADVISORS, LLC

CRD 110209 · SEC 801-60081

Visit website

1700 SOUTH MACDILL AVENUE, SUITE 340, TAMPA, FL, 33629, United States

Phone

(813) 221-3400

Fax

(813) 221-3405

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$879.2M

Discretionary AUM

$782.3M

Team

12 total employees; 9 advisory reps; 11 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees; DATA FEED SERVICE FEES

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	33	$413.0M
Pooled investment vehicles	10	$364.5M

States served

All web addresses on file

https://www.linkedin.com/company/bayshore-capital-advisors-llc
HTTP://WWW.BAYSHORECAP.COM

Official SEC filing: View on IAPD