BAYSHORE CAPITAL
SEC RegisteredA boutique investment firm rooted in long term success & investing for the future
About the firm
Bayshore Capital is a private, research-based multi-family office providing curated, purpose-driven investment strategies. Originally established as a single-family office, the firm was founded in 2001 to offer a best-of-breed approach to asset management for clients who value independent thinking, due diligence, and sourcing expertise. Clients invest alongside the firm, which emphasizes wealth preservation, downside protection, and an often uncorrelated risk/return profile.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Global asset allocation, manager selection, investment due diligence, curated purpose-driven investment strategies, wealth preservation through downside protection, and access to a broad range of investment strategies targeting an attractive and often uncorrelated risk/return profile.
Who they serve
Clients who value thought leadership, due diligence, and sourcing expertise; friends and partners who, like the firm, have significant personal capital in their strategy and seek a multi-family office model rooted in a single-family office approach.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 33 | $413M |
| Pension/Profit Sharing Plans | 10 | $365M |
11 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAYSHORE CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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