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BAYVIEW ASSET MANAGEMENT, LLC

CRD 157053File 801-73638
APPROVED
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$64.21B
Top 10% of cohort (national)
Discretionary AUM
$64.21B
Clients
57
59 accounts
Employees
556
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Feb 23, 2012
Principal office
4425 PONCE DE LEON BLVD., CORAL GABLES, FL, 33146
Phone
305-854-8880

Assets & accounts

ADV Item 5F
Total regulatory AUM
$64.21B
Discretionary AUM
$64.21B
Non-discretionary AUM
$0
Discretionary accounts
59
Non-discretionary accounts
0
Total accounts
59
AUM per client
$1.13B

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$1.22B
Investment companies1$163.6M
Pooled investment vehicles56$62.82B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees408556increased by148
Apr 1, 2026Clients5057increased by7
Apr 1, 2026AUM$44,762,449,379$64,207,935,422increased by$19,445,486,043
Apr 1, 2026Accounts5359increased by6
May 1, 2025
vs Oct 1, 2022
Employees319408increased by89
May 1, 2025
vs Oct 1, 2022
Clients4650increased by4
May 1, 2025
vs Oct 1, 2022
AUM$49,836,256,000$44,762,449,379decreased by$5,073,806,621
May 1, 2025
vs Oct 1, 2022
Accounts4353increased by10
Apr 1, 2022Employees279319increased by40
Apr 1, 2022AUM$43,421,052,000$49,836,256,000increased by$6,415,204,000
Apr 1, 2022Accounts4643decreased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BAYVIEW ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAYVIEW ASSET” 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.