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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 12 | increased by3 |
| Apr 1, 2026 | Clients | 34 | 43 | increased by9 |
| Apr 1, 2026 | AUM | $740,751,153 | $879,243,015 | increased by$138,491,862 |
| Apr 1, 2026 | Accounts | 41 | 38 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 34 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $412,976,958 | $740,751,153 | increased by$327,774,195 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38 | 41 | increased by3 |
| Apr 1, 2022 | Clients | 44 | 39 | decreased by5 |
| Apr 1, 2022 | AUM | $311,382,386 | $412,976,958 | increased by$101,594,572 |
| Apr 1, 2022 | Accounts | 42 | 38 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAYSHORE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAYSHORE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.