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Private equityFirmfund of funds · probablelower middle market

BAY Hills Capital Management, LLC

Private Equity

San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:71464390-8284-4763-9885-df4a7611e0eb

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 30
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

BAY Hills Capital Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

BAY HILLS CAPITAL MANAGEMENT, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 14
PE funds: 14
Vintages: 2014 to 2024
PE GAV, 2024 filing: $987Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $864M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.99bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Latest ADV filing: Mar 28, 2024
Employees (ADV): 7
Website: bayhillscapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
BAY Hills Capital Partners VI, L.P.	2024	Unknown	Private Equity Fund	n/a	$10.5M
BAY Hills Capital Partners Vi-A, L.P.	2024	Unknown	Private Equity Fund	n/a	$123,838
BAY Hills Capital Partners V-A, LP	2024	Unknown	Private Equity Fund	n/a	$6.2M
BAY Hills Capital Partners V, LP	2022	Early deployment	Private Equity Fund	n/a	$154M
BAY Hills Capital Partners Iv-A, LP	2022	Early deployment	Private Equity Fund	n/a	$8.6M
BAY Hills Capital Partners Spv, LP	2022	Early deployment	Private Equity Fund	n/a	$66.7M
BAY Hills Capital Partners IV, LP	2019	Active deployment	Private Equity Fund	n/a	$200M
BAY Hills Emerging Partners III L.P.	2014	Harvest	Private Equity Fund	n/a	$110M
BAY Hills Capital Partners III L.P.	2014	Mature	Private Equity Fund	n/a	$145M
BAY Hills Capital Partners II LP	n/a	Mature	Private Equity Fund	n/a	$76.1M
BAY Hills Emerging Partners II B LP	n/a	Mature	Private Equity Fund	n/a	$79.4M
BAY Hills Capital Partners I L.P.	n/a	Harvest	Private Equity Fund	n/a	$4.9M
BAY Hills Emerging Partners II LP	n/a	Mature	Private Equity Fund	n/a	$119M
BAY Hills Emerging Partners I LP	n/a	Harvest	Private Equity Fund	n/a	$6.5M

Relationships

Employs (19)

→ Bret BelohlavPersonPartner
Jan 1, 2021 to presentfactForm ADV, The subject's own site
→ Mort PactorPersonSenior Advisor
factThe subject's own site
→ Todd YounggreenPersonSenior Advisor
factThe subject's own site
→ Jake FeltzPersonAccounting Manager
factThe subject's own site
→ Megan RonanPersonOffice Administrator
factThe subject's own site
→ Chloe MansbridgePersonInvestor Relations, Associate
factThe subject's own site
→ Mack PackardPersonAnalyst
factThe subject's own site
→ Oliver MontclarePersonAnalyst
factThe subject's own site
→ Lance David MansbridgePersonManaging Partner
Sep 1, 2006 to presentfactForm ADV, The subject's own site
→ Evan AndersonPersonSenior Associate
factThe subject's own site
→ Kellen David RobertsonPersonCco
Jan 1, 2023 to presentfactForm ADV
→ Maria Cristina PejoroPersonChief Compliance Officer
Mar 1, 2022 to Nov 3, 2022inferenceForm ADV
→ Jeffrey Randall ClarkPersonChief Compliance Officer
Apr 1, 2016 to Oct 11, 2021inferenceForm ADV
→ Jacqueline Renee ValdezPersonChief Compliance Officer
Nov 1, 2014 to Mar 28, 2016inferenceForm ADV
→ JOE NeverilPersonChief Compliance Officer
Feb 1, 2014 to Dec 18, 2014inferenceForm ADV
→ Albert Teh ChiangPersonPartner
Jan 1, 2009 to Dec 18, 2014inferenceForm ADV
→ Brad BauerPersonPartner
Jan 1, 2014 to Sep 16, 2014inferenceForm ADV
→ David Jon SmithPersonPartner,Cco
Jan 1, 2009 to Jan 7, 2014inferenceForm ADV
→ Philip Alan GodfreyPersonPartner
Sep 1, 2011 to Jan 6, 2017inferenceForm ADV

Manages (14)

→ BAY Hills Capital Partners VI, L.P.FundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ BAY Hills Capital Partners III L.P.FundPrivate Equity Fund
Mar 28, 2014 to presentfactForm ADV
→ BAY Hills Emerging Partners III L.P.FundPrivate Equity Fund
Mar 28, 2014 to presentfactForm ADV
→ BAY Hills Capital Partners IV, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ BAY Hills Capital Partners V, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ BAY Hills Capital Partners Iv-A, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ BAY Hills Capital Partners Spv, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ BAY Hills Capital Partners Vi-A, L.P.FundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ BAY Hills Capital Partners V-A, LPFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ BAY Hills Capital Partners I L.P.FundPrivate Equity Fund
Jan 20, 2012 to presentfactForm ADV
→ BAY Hills Capital Partners II LPFundPrivate Equity Fund
Jan 20, 2012 to presentfactForm ADV
→ BAY Hills Emerging Partners I LPFundPrivate Equity Fund
Jan 20, 2012 to presentfactForm ADV
→ BAY Hills Emerging Partners II LPFundPrivate Equity Fund
Jan 20, 2012 to presentfactForm ADV
→ BAY Hills Emerging Partners II B LPFundPrivate Equity Fund
Jan 20, 2012 to presentfactForm ADV

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2023
Person joined
Kellen David Robertson joined Schedule A of BAY Hills Capital Management, LLC as Cco
Form ADVobserved 7 days ago
Occurred
Nov 3, 2022
Person left
Maria Cristina Pejoro (Chief Compliance Officer) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Mar 1, 2022
Person joined
Maria Cristina Pejoro joined Schedule A of BAY Hills Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Oct 11, 2021
Person left
Jeffrey Randall Clark (Chief Compliance Officer) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Jan 6, 2017
Person left
Philip Alan Godfrey (Partner) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Jan 1, 2017
Person joined
Bret Belohlav joined Schedule A of BAY Hills Capital Management, LLC as Principal
Form ADVobserved 7 days ago
Occurred
Apr 1, 2016
Person joined
Jeffrey Randall Clark joined Schedule A of BAY Hills Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Mar 28, 2016
Person left
Jacqueline Renee Valdez (Chief Compliance Officer) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Dec 18, 2014
Person left
Albert Teh Chiang (Partner) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Dec 18, 2014
Person left
JOE Neveril (Chief Compliance Officer) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Nov 1, 2014
Person joined
Jacqueline Renee Valdez joined Schedule A of BAY Hills Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Sep 16, 2014
Person left
Brad Bauer (Partner) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Feb 1, 2014
Person joined
JOE Neveril joined Schedule A of BAY Hills Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Jan 7, 2014
Person left
David Jon Smith (Partner,Cco) no longer on Schedule A of BAY Hills Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Jan 1, 2014
Person joined
Brad Bauer joined Schedule A of BAY Hills Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Jan 20, 2012
Adviser first adv filing
BAY Hills Capital Management, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 14 bookkeeping events

Occurred
Mar 28, 2024
BAY Hills Capital Partners VI, L.P. first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $10,460,612
Occurred
Mar 28, 2024
BAY Hills Capital Partners Vi-A, L.P. first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $123,838
Occurred
Mar 28, 2024
BAY Hills Capital Partners V-A, LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $6,248,107
Occurred
Mar 31, 2022
BAY Hills Capital Partners V, LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $55,081,521
Occurred
Mar 31, 2022
BAY Hills Capital Partners Iv-A, LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $6,108,191
Occurred
Mar 31, 2022
BAY Hills Capital Partners Spv, LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $51,343,116
Occurred
Mar 29, 2019
BAY Hills Capital Partners IV, LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $36,253,327
Occurred
Mar 28, 2014
BAY Hills Emerging Partners III L.P. first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $120,000,000
Occurred
Mar 28, 2014
BAY Hills Capital Partners III L.P. first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $20,750,000
Occurred
Jan 20, 2012
BAY Hills Capital Partners I L.P. first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $36,467,956
Occurred
Jan 20, 2012
BAY Hills Emerging Partners II B LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $79,969
Occurred
Jan 20, 2012
BAY Hills Emerging Partners II LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $21,535,333
Occurred
Jan 20, 2012
BAY Hills Emerging Partners I LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $48,066,264
Occurred
Jan 20, 2012
BAY Hills Capital Partners II LP first reported on Form ADV by BAY Hills Capital Management, LLC (Private Equity Fund), GAV $9,576,881

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Bret Belohlav (Partner), Mort Pactor (Senior Advisor), Todd Younggreen (Senior Advisor), Jake Feltz (Accounting Manager), Megan Ronan (Office Administrator), Chloe Mansbridge (Investor Relations, Associate), Mack Packard (Analyst), Oliver Montclare (Analyst), Lance David Mansbridge (Managing Partner), Evan Anderson (Senior Associate), Kellen David Robertson (Cco).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:71464390-8284-4763-9885-df4a7611e0eb
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BAY Hills Capital Management, LLC

Private Equity

San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:71464390-8284-4763-9885-df4a7611e0eb

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

BAY Hills Capital Partners VI, L.P.

2024

Unknown

Private Equity Fund

n/a

$10.5M

BAY Hills Capital Partners Vi-A, L.P.

2024

Unknown

Private Equity Fund

n/a

$123,838

BAY Hills Capital Partners V-A, LP

2024

Unknown

Private Equity Fund

n/a

$6.2M

BAY Hills Capital Partners V, LP

2022

Early deployment

Private Equity Fund

n/a

$154M

BAY Hills Capital Partners Iv-A, LP

2022

Early deployment

Private Equity Fund

n/a

$8.6M

BAY Hills Capital Partners Spv, LP

2022

Early deployment

Private Equity Fund

n/a

$66.7M

BAY Hills Capital Partners IV, LP

2019

Active deployment

Private Equity Fund

n/a

$200M

BAY Hills Emerging Partners III L.P.

2014

Harvest

Private Equity Fund

n/a

$110M

BAY Hills Capital Partners III L.P.

2014

Mature

Private Equity Fund

n/a

$145M

BAY Hills Capital Partners II LP

n/a

Mature

Private Equity Fund

n/a

$76.1M

BAY Hills Emerging Partners II B LP

n/a

Mature

Private Equity Fund

n/a

$79.4M

BAY Hills Capital Partners I L.P.

n/a

Harvest

Private Equity Fund

n/a

$4.9M

BAY Hills Emerging Partners II LP

n/a

Mature

Private Equity Fund

n/a

$119M

BAY Hills Emerging Partners I LP

n/a

Harvest

Private Equity Fund

n/a

$6.5M