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About Bayshore Capital
Bayshore Capital is a private investment firm that provides comprehensive investment solutions. With a research-driven approach, the company aims to capture attractive and often uncorrelated risk/return profiles through a broad range of investment strategies.
The company was founded in 2001 by a team with extensive experience growing their family business, Hav-A-Tampa Cigars. After selling the business to a large strategic buyer in 1998, they had a sudden financial windfall and needed wise investment decisions to preserve long-term wealth. In their search for wealth managers, they discovered that many large firms did not align with their family values, entrepreneurial spirit, risk appetite, or desire for control over outcomes. They wanted true partners who would take risks and share in the rewards.
This led them to develop their own asset management approach, which they believed was a best-of-breed solution for investing their capital. The success of this approach caught the attention of friends who wanted to invest alongside them, leading to the founding of Bayshore Capital in 2001.
With an emphasis on sourcing their own investment ideas and rigorously evaluating risk, Bayshore Capital aims to deliver targeted results for its clients. They aim to provide comprehensive investment solutions that capture attractive risk/return profiles while remaining uncorrelated from broader market movements. Overall, Bayshore Capital offers an alternative option for individuals and institutions seeking personalized, partnership-oriented asset management services.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Asset Management
- Investment Solutions
- Risk Evaluation
- Financial Planning
More about Bayshore Capital
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 110209 | 9 |
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