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A••• C•••••• P•••••••• L••

Family investment company· Tampa, FL

Family investment company, based in Tampa, FL.

Composed from this office's classification, location and record.

Decision makers
1 of 1
The office's site, Form ADV Schedule A and filings
Last deployment
2001
The latest dated investment or commitment on record
Contact decision makersFind similar offices
1 export, up to 2 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 15 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 22 observations · 3 sourcesShow
Family investment companyVerified Sep 21, 2026 (3 days ago)1 people · 0 investments · 0 public positions · 6 events

Why this class: B••••••• C••••••'s own bio page for its founder, T••••• A••••• S••••, independent of our SEC source, names A••• C•••••• P••••••• as her family's investment office, funded by the 1998 sale of the family's H••••••••• C••••• business..

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 34% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Family investment company
Description
••• Locked
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 15, 2026Family investment company 80%B••••••• C••••••'s own bio page for its founder, T••••• A••••• S••••, independent of our SEC source, names A••• C•••••• P••••••• as her family's investment office, funded by the 1998 sale of the family's H••••••••• C••••• business.Factverifiedbayshorecap.com“••• Locked”
  • Sep 14, 2026Family investment company 70%a filing by a third party describes it as a family investment company (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
T••••• A••••• S•••• and the S•••• family, former owners of H••••••••• C•••••
Source of wealth
••• Locked
Operating company origin
H••••••••• C•••••, the family business grown over 20 years
Team
1 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
T••••• A••••• S•••• familyChief Capital Allocator / Principal and Managing MemberFamily principal · investment decisionsnone on record
bayshorecap.com Factsec.gov Fact2 sources agree
Signals and timeline
6show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.

  • Feb 3, 2026Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 15, 2026Classification changed••• Lockedc•••••••••Factbayshorecap.com
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Jan 1, 2001New investment vehicle••• LockedVehiclesFactbayshorecap.com
  • May 12, 1998Office formed••• LockedOrganisationFactflorida.intercreditreport.com
Full timeline · 6 events
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
B•••••••, the affiliated adviser, provides global multi-asset class portfolio solutions, consistent with a manager-allocation model
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Sources and evidence
22show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 22 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1222)
Mandate confidence
no components; scored 0
Identity confidence
+80 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (231 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 22 observations
FactValueEffectiveSourceClass
Allocates to managers••• Locked
“••• Locked”
Oct 27, 2016DFX analyst research (General-assisted, every claim URL-cited) acg.orgInference
Asset allocation stated••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Board participation••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) marketscreener.comInference
Co invest behavior••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Decision rights••• Locked
“and sits on the investment committee.”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comInference
Description••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Edgar fts discoveryfamily investment officeFeb 3, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family generation••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comInference
Family involvement••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Family servedS•••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Family served••• Locked
“••• Locked”
Oct 27, 2016DFX analyst research (General-assisted, every claim URL-cited) acg.orgFact
Formation year••• Locked
“A••• C•••••• P•••••••, INC.”
Sep 30, 2003DFX analyst research (General-assisted, every claim URL-cited) florida.intercreditreport.comFact
Former name••• Locked
“••• Locked”
Sep 30, 2003DFX analyst research (General-assisted, every claim URL-cited) florida.intercreditreport.comFact
Headquarters••• Locked
“••• Locked”
Oct 27, 2016DFX analyst research (General-assisted, every claim URL-cited) acg.orgFact
Liquidity event••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Office type (stated)Family investment company
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Office type (stated)Family investment companyFeb 3, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Operating company origin••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Operating model outsourced••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Source of wealth••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) bayshorecap.comFact
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, capital scale.