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BAYSHORE CAPITAL
Legal name: BAYSHORE CAPITAL ADVISORS, LLC
CRD 110209File 801-60081
APPROVED
Retail clients
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$879.2M
Above cohort median (national)
Discretionary AUM
$782.3M
Non-discretionary $96.9M
Clients
43
38 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 9, 2001
- Principal office
- 1700 SOUTH MACDILL AVENUE, SUITE 340, TAMPA, FL, 33629
- Phone
- (813) 221-3400
- Website
- HTTP://WWW.BAYSHORECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $879.2M
- Discretionary AUM
- $782.3M
- Non-discretionary AUM
- $96.9M
- Discretionary accounts
- 37
- Non-discretionary accounts
- 1
- Total accounts
- 38
- AUM per client
- $20.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $3.5M |
| Other investment advisers | Fewer than 5 | $96.9M |
| High net worth individuals | 33 | $413.0M |
| Pooled investment vehicles | 10 | $364.5M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — DATA FEED SERVICE FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.