DFX Intelligence
RIA Intelligence
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SEC-registered adviser
B••••••• C••••••
Legal name B••••••• C•••••• A•••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Mar 20, 2012 · 42 filings
SEC status approved since Mar 9, 2001
RAUM
$879M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
47%
$414M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$879M as of Jun 26, 2026
Mar 20, 2012$133M then
HNW client RAUM$413M as of Jun 26, 2026
Feb 23, 2018$58.5M then
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 20, 20120 then
Employees (5.A)12 as of Jun 26, 2026
Apr 1, 20136 then
Private funds10 as of Jun 26, 2026
Mar 20, 20121 then
RAUM +19% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.5MderivedHNW RAUM over HNW clients
- Average account
- $23.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $15.0M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$413M47%
- Pooled investment vehicles$365M41%
- Other investment advisers$96.9M11%
- Insurance companies$3.5M0.4%
- Individuals$1.3M0.1%
- Individual clients
- n/areported
- HNW clients
- 33reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 38reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15.0M for 1 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.47 fund_share=0.52 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• P••••••• F••• I•• L• | Hedge Fund | $115M | 49 | Mar 30, 2020 |
| B••••••• A••••••••• I••••• F••• I•• L• | Hedge Fund | $72.7M | 53 | Mar 29, 2021 |
| B••••••• R••• E••••• I•• L•• | Hedge Fund | $64.5M | 84 | Mar 29, 2022 |
| M••••••• Q•••• P••••••• I••• • G••••• A••••••••• I••••• F•••no longer reported | Hedge Fund | $34.2M | 8 | Mar 30, 2017 |
| B••••••• P••••••• F••• I••• L• | Hedge Fund | $21.9M | 30 | Mar 29, 2022 |
| B••••••• K••••• L• | Hedge Fund | $20.2M | 22 | Mar 25, 2024 |
| B•• P••••••• F•••• L• | Hedge Fund | $13.4M | 12 | Mar 20, 2012 |
| B•• A••••••••• I••••• F•••• L• | Hedge Fund | $7.5M | 19 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- S••••••• C••••••••• S•••• · Chief Financial Officer / Chief Compliance Officercontrolsince 04/2010 · owns less than 5%
- S••••• T•••••• A••••• · Principal And Chief Executive Officercontrolsince 01/2001 · owns 75% or more
- S••••• T•••••• C••••••• · Membersince 10/2016 · owns 10% to 25%
Related persons
Schedule D 7.A
- A••• C•••••• P••••••• L••investment advisern
- B••••••• C•••••• G•••investment advisery
- B••••••• K••••• L••pooled vehicle sponsory
- B••••••• M••• L••pooled vehicle sponsory
- B•• A••••••••• I••••• F••• G•• L••bankpooled vehicle sponsory
- B•• I• G•• L••bankpooled vehicle sponsory
- B•• I•• G•• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 41 to 38Jun 27, 2025 to Mar 30, 2026
- HNW clients · 26 to 33Jun 27, 2025 to Mar 30, 2026
- Pooled vehicle clients · 8 to 10Jun 27, 2025 to Mar 30, 2026
- Assets in custody · $16.1M to $15.0MJun 27, 2025 to Mar 30, 2026
- Employees · 9 to 12Jun 27, 2025 to Mar 30, 2026
- Private funds · 8 to 10Jun 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $667M to $782MJun 27, 2025 to Mar 30, 2026
- HNW RAUM · $331M to $413MJun 27, 2025 to Mar 30, 2026
- Individual RAUM · $1.8M to $1.3MJun 27, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $74.2M to $96.9MJun 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $330M to $365MJun 27, 2025 to Mar 30, 2026
- RAUM · $741M to $879MJun 27, 2025 to Mar 30, 2026
- Financial planning clients · 1-10 to 1-10Apr 26, 2025 to Jun 27, 2025
- Accounts · 33 to 41Jun 29, 2024 to Apr 26, 2025
- Advisory employees · 8 to 9Jun 29, 2024 to Apr 26, 2025
- HNW clients · 25 to 26Jun 29, 2024 to Apr 26, 2025
- Pooled vehicle clients · 7 to 8Jun 29, 2024 to Apr 26, 2025
- Assets in custody · $13.4M to $16.1MJun 29, 2024 to Apr 26, 2025
- Employees · 8 to 9Jun 29, 2024 to Apr 26, 2025
- Private funds · 7 to 8Jun 29, 2024 to Apr 26, 2025
- Discretionary RAUM · $379M to $667MJun 29, 2024 to Apr 26, 2025
- HNW RAUM · $55.7M to $331MJun 29, 2024 to Apr 26, 2025
- Individual RAUM · $1.3M to $1.8MJun 29, 2024 to Apr 26, 2025
- Non-discretionary RAUM · $75.5M to $74.2MJun 29, 2024 to Apr 26, 2025
- Pooled vehicle RAUM · $315M to $330MJun 29, 2024 to Apr 26, 2025
- RAUM · $454M to $741MJun 29, 2024 to Apr 26, 2025
- Accounts · 34 to 33Jun 30, 2023 to Mar 25, 2024
- Advisory employees · 9 to 8Jun 30, 2023 to Mar 25, 2024
- HNW clients · 22 to 25Jun 30, 2023 to Mar 25, 2024
- Individual clients · 5.0 to unsetJun 30, 2023 to Mar 25, 2024
- Pooled vehicle clients · 6 to 7Jun 30, 2023 to Mar 25, 2024
- Assets in custody · $13.2M to $13.4MJun 30, 2023 to Mar 25, 2024
- Employees · 9 to 8Jun 30, 2023 to Mar 25, 2024
- Private funds · 6 to 7Jun 30, 2023 to Mar 25, 2024
- Discretionary RAUM · $337M to $379MJun 30, 2023 to Mar 25, 2024
- HNW RAUM · $50.5M to $55.7MJun 30, 2023 to Mar 25, 2024
- Individual RAUM · $3.1M to $1.3MJun 30, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $78.4M to $75.5MJun 30, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $275M to $315MJun 30, 2023 to Mar 25, 2024
- RAUM · $416M to $454MJun 30, 2023 to Mar 25, 2024
Signals
3 dated events
- B••••••• C•••••• reported RAUM $740.8M, up 63% from $454.2M (2024-06-29 to 2025-04-26)Apr 26, 2025 · RAUM change · derived
- B••••••• C•••••• reported RAUM $413.0M, up 33% from $311.4M (2021-06-30 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Rene Patrick Stutz (Chief Investment Officer) no longer on Schedule A of B••••••• C•••••• (listed 2021-06-30, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 813-221-3400reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 813-211-3400reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/bayshore-capital-advisors-llcreportedpublic record, Form ADV, Sep 21, 2026
- Website
- B•••••••CAP.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (813) 221-3400reportedpublic record, Form ADV, Jun 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026