BAYSHORE ASSET MANAGEMENT, LLC
C42
CRD 144191·SEC 801-68559·CORAL GABLES, FL
AUM
$740.1M
$500M-$1B
Est. Revenue
$7.4M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $392.3M
'21 · $422.7M
'22 · $465.9M
'23 · $548.3M
'25 · $636.5M
'26 · $740.1M
'20'26
$392.3M → $740.1M▲ +89%
Client mix
| Individuals High Net Worth | 94 |
| Individuals Other | 31 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 2 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
121 ALHAMBRA PLAZASUITE 1210CORAL GABLES, FL 33134
Business
121 ALHAMBRA PLAZASUITE 1210CORAL GABLES, FL 33134
Edgar Recent Filings
13F-HR2026-04-24 · 0001725547-26-000161
13F-HR2026-01-08 · 0001725547-26-000007
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited