Asset manager · Tampa, FL
Bayshore Capital
Bayshore Capital Advisors, LLC · SEC-registered investment adviser · CRD 110209 · SEC 801-60081
At a glance
Bayshore Capital is an SEC-registered investment adviser based in Tampa, Florida, with $879 million in regulatory assets under management as of its Form ADV filed June 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 33 individual clients. By Form ADV it is a asset manager, ranked 1,420th of 3,218 asset managers and 5,787th of 17,210 SEC-registered advisers by assets.
Main office 813-221-3400bayshorecap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $879M
- Rank among asset managers
- #1,420 of 3,218
- Rank among all SEC RIAs
- #5,787 of 17,210
- Rank in Florida
- #293 of 1,090
- Individual clients
- 33
- High-net-worth clients
- 33
- Accounts
- 38
- Discretionary
- 89% of AUM
- Employees
- 12
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Tready A. SmithPrincipal and Chief Executive Officer
- Catherine S. SandersChief Financial Officer / Chief Compliance Officer
- Thayer C. SmithMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 33 | $413M | 47% |
| Pooled investment vehicles | 10 | $365M | 41% |
| Other investment advisers | – | $97M | 11% |
| Insurance companies | – | $4M | <1% |
| Individuals | – | $1M | <1% |
Private funds
Bayshore Capital reports 10 private funds with $365M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Bayshore Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bayshorecap.com ↗
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The full record on Bayshore Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,015 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bayshore Capital manage?
Bayshore Capital reports $879 million in regulatory assets under management across 38 accounts, 89% of it on a discretionary basis, on its Form ADV filed June 26, 2026.
What kind of firm is Bayshore Capital?
Bayshore Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bayshore Capital’s clients?
By assets, its largest client types are high-net-worth individuals ($413 million, 33 clients); pooled investment vehicles ($365 million, 10 clients); other investment advisers ($97 million).
Does Bayshore Capital manage private funds?
Yes. It reports 10 private funds with $365 million in gross assets, including hedge funds.
Does Bayshore Capital have any disciplinary history?
Bayshore Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bayshore Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →