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BAYVIEW ASSET MANAGEMENT, LLC

CORAL GABLES, FL · CRD 157053 · IAPD ↗ · bayview.com · 305-854-8880

$64.21BRegulatory AUM
195Advisory reps
556Employees
0Clients
0Planning clients
23Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BAYVIEW ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — BAYVIEW ASSET MANAGEMENT, LLC reported RAUM up 43% ($44.76B -> $64.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — BAYVIEW ASSET MANAGEMENT, LLC grew from 179 to 195 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2025 — BAYVIEW ASSET MANAGEMENT, LLC grew from 168 to 179 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — BAYVIEW ASSET MANAGEMENT, LLC grew from 124 to 168 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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