{
  "crd_number": 110209,
  "slug": "bayshore-capital-tampa-fl-110209",
  "primary_business_name": "BAYSHORE CAPITAL",
  "legal_name": "BAYSHORE CAPITAL ADVISORS, LLC",
  "dbas": [
    "BAYSHORE CAPITAL"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-03-09",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 879243015.0,
  "raum_discretionary": 782337562.0,
  "raum_non_discretionary": 96905453.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1279451.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 3503425.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 96905453.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 413013885.0,
      "count": 33
    },
    "pooled_investment_vehicles": {
      "raum": 364540801.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://bayshorecap.com",
    "https://linkedin.com/company/bayshore-capital-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110209",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209",
  "display_name": "Bayshore Capital",
  "summary": "Bayshore Capital is an SEC-registered investment advisory firm in Tampa, FL, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Bayshore Capital (CRD 110209): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bayshore Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bayshore Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Bayshore Capital located?",
      "a": "Bayshore Capital's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Bayshore Capital registered with the SEC or a state?",
      "a": "Bayshore Capital is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 110209."
    },
    {
      "q": "How much does Bayshore Capital manage?",
      "a": "Bayshore Capital reports $879,243,015 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (89% discretionary)."
    },
    {
      "q": "How have Bayshore Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bayshore Capital: Regulatory assets under management: $311,382,386 in the October 2021 data and $879,243,015 in the October 2026 data, up 182%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bayshore Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (33); pooled investment vehicles (other than investment companies and business development companies) (10)."
    },
    {
      "q": "Which custodians does Bayshore Capital use?",
      "a": "Bayshore Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bayshore Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110209"
    },
    {
      "q": "What changed in Bayshore Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $740,751,153 to $879,243,015 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 311382386.0,
      "total_employees": 9,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 412976958.0,
      "total_employees": 9,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 415626869.0,
      "total_employees": 9,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 454206028.0,
      "total_employees": 8,
      "filing_date": "2024-06-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 740751153.0,
      "total_employees": 9,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 879243015.0,
      "total_employees": 12,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $740,751,153 to $879,243,015 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1279451.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 413013885.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 364540801.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 96905453.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 3503425.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110209",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}