← Directory

BAY HILLS CAPITAL MANAGEMENT, LLC

CRD 158603File 801-73082
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$569.8M
Above cohort median (national)
Discretionary AUM
$569.8M
Clients
10
10 accounts
Employees
7
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jan 26, 2012
Principal office
435 PACIFIC AVE, SUITE 400, SAN FRANCISCO, CA, 94133
Phone
415-391-4240

Assets & accounts

ADV Item 5F
Total regulatory AUM
$569.8M
Discretionary AUM
$569.8M
Non-discretionary AUM
$0
Discretionary accounts
10
Non-discretionary accounts
0
Total accounts
10
AUM per client
$57.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles10$569.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
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
  • Q11H1B

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.