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BAYSHORE CAPITAL
1700 South Macdill Avenue
Suite 340
Tampa, Florida 33629
Tel: (813) 221-3400
About BAYSHORE CAPITAL
BAYSHORE CAPITAL, formally registered with the SEC as BAYSHORE CAPITAL. The firm was established in 03/09/2001. They have over 1 offices throughout the country.
BAYSHORE CAPITAL is a Tampa, Florida based Financial Planning firm with nearly $454,206,028 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110209 |
| SEC# | 801-60081 |
| Assets Managed by Firm | $454,206,028 |
| No. of Clients | 33 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (DATA FEED SERVICE FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 33 | $454,206,028 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $1,268,202 |
| High net worth individuals | 25 | $55,716,996 |
| Other investment advisers | Fewer than 5 clients | $75,461,388 |
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