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BAYSHORE CAPITAL

TAMPA, FL · CRD 110209 · IAPD ↗ · bayshorecap.com · (813) 221-3400

$879.2MRegulatory AUM
9Advisory reps
12Employees
11Clients
1-10Planning clients
10Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — BAYSHORE CAPITAL crossed $500M in regulatory AUM ($454.2M -> $740.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.