Private fund adviser · Coral Gables, FL
Bayview Asset Management, LLC
SEC-registered investment adviser · CRD 157053 · SEC 801-73638
At a glance
Bayview Asset Management, LLC is an SEC-registered investment adviser based in Coral Gables, Florida, with $64.2 billion in regulatory assets under management as of its Form ADV filed May 5, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 134th of 4,686 private fund advisers and 373rd of 17,210 SEC-registered advisers by assets.
Main office 305-854-8880bayview.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $64B
- Rank among private fund advisers
- #134 of 4,686
- Rank among all SEC RIAs
- #373 of 17,210
- Rank in Florida
- #14 of 1,090
- Clients
- 57
- Accounts
- 59
- Discretionary
- 100% of AUM
- Employees
- 556
- Advisory staff
- 195
- Offices
- 4
Owners and executives on its Form ADV
- David ErtelChief Executive Officer / Director
- Richard T. O'BrienCo-Chief Operations Officer / Director
- Brett EvensonManaging Director
- Matthew C. MillerManaging Director
- Carlos M. PortugalChief Compliance Officer
- Gregory S. GeilingCo-Chief Operations Officer / Director
- Ester McEwanChief Financial Officer
- Daniel J. BlumenthalGeneral Counsel
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 56 | $63B | 98% |
| Insurance companies | – | $1.2B | 2% |
| Investment companies | 1 | $164M | <1% |
Private funds
Bayview Asset Management, LLC reports 23 private funds with $65B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Bayview Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bayview.com ↗
AtlasMembers
The full record on Bayview Asset Management, LLC
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 312 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bayview Asset Management, LLC manage?
Bayview Asset Management, LLC reports $64.2 billion in regulatory assets under management across 59 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 5, 2026.
What kind of firm is Bayview Asset Management, LLC?
Bayview Asset Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Bayview Asset Management, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($62.8 billion, 56 clients); insurance companies ($1.2 billion); investment companies ($164 million, 1 clients).
Does Bayview Asset Management, LLC manage private funds?
Yes. It reports 23 private funds with $65.3 billion in gross assets, including hedge funds, other private funds.
Does Bayview Asset Management, LLC have any disciplinary history?
Bayview Asset Management, LLC 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 Bayview Asset Management, LLC’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 (2026-05-05), 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 →