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Bayshore Capital Advisors LLC

Multifamily office listing in Tampa, Florida, United States.

  • SEC-registered
  • Founded 2001
Regulatory AUM
$879 million
Employees
12
Clients
1-10
Founded
2001

Private, research-based multifamily office providing curated investment strategies for families and other clients.

Overview

Bayshore Capital Advisors, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. The firm describes itself as a private, research-based multifamily office focused on curated, purpose-driven investment strategies.12

History

Bayshore was founded in 2001 after Tready Arthur Smith and her family developed an asset-management model informed by their family office experience.3

Leadership

Tready Arthur Smith is Founder and Chief Executive Officer. She sets the firm’s strategic vision, oversees operations, and serves on the investment committee.4

Patrick Stutz, CFA, CAIA, is Partner and Chief Investment Officer. He is responsible for global asset allocation, manager selection, and investment due diligence.5

Catherine Sanders, CPA, is Chief Financial Officer and Chief Compliance Officer. Her responsibilities include accounting, financial reporting, regulatory compliance, tax strategy, estate planning, and cash management.6

Services

Bayshore provides portfolio management, selects other investment managers, and offers limited financial planning that may include insurance and estate-planning reviews.7

The firm’s investment work spans public markets, private credit, hedge funds, real assets, private equity, venture capital, and real estate.12

What the firm offers

  • Investment management
  • Financial planning
  • Risk and insurance
  • Private and alternative investments

Client Focus

Bayshore serves families, pooled investment vehicles, and other clients. The firm generally requires a minimum account size of $20 million, subject to exceptions.8

The firm says clients value its investment research, due diligence, sourcing expertise, and access to diversified strategies.9

Approach

Bayshore says it conducts its own quantitative and qualitative risk research, draws on a global network of thought leaders, and emphasizes wealth preservation and downside protection.10

The firm reports that its roots as a single-family office shape an approach in which clients invest alongside Bayshore and the firm seeks favorable terms for its partners.11

By the numbers

Regulatory AUM by year$0K$242M$484M$725M$967M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110209. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$202 million$192 million$10 million
2017$224 million$219 million$5 million
2018$237 million$237 million$0
2019$247 million$247 million$0
2020$281 million$281 million$0
2021$311 million$209 million$102 million
2022$413 million$307 million$106 million
2023$416 million$337 million$78 million
2025$741 million$667 million$74 million
2026$879 million$782 million$97 million
Average AUM per client by year$0K$6M$12M$18M$24M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110209. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$6 million
2019$5 million
2020$6 million
2021$7 million
2022$11 million
2023$13 million
2025$22 million
2026$20 million
Clients by type (2026)High net worth individuals33Pooled investment vehicles10
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110209. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals33
Pooled investment vehicles10
Employees by year03710132016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110209. As of .
Employees reported on Form ADV
YearEmployees
201612
201710
201810
201910
202011
20219
20229
20239
20259
202612

Ranks #13 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 110209. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Bayshore Capital Advisors?

Bayshore describes itself as a private, research-based multifamily office and is registered with the U.S. Securities and Exchange Commission as an investment adviser.12

What services does Bayshore provide?

Its services include portfolio management, selection of other investment managers, and limited financial planning, including possible insurance and estate-planning reviews.7

What is Bayshore’s minimum account size?

The firm generally requires a minimum account size of $20 million, although exceptions may apply.8

  • LocationMultifamily offices in Tampa

    The Tampa multifamily offices page helps compare firms serving wealthy families and business owners in the region. It gives context for assessing how Bayshore Capital Advisors' investment management, financial planning, insurance, and private investment services fit within Tampa's broader advisory market.

  • Network siteCorporateVentureCapital.com

    CorporateVentureCapital.com offers a separate directory for readers researching corporate venture capital firms. It may help a business owner distinguish venture investing from the private and alternative investment work described in Bayshore Capital Advisors' services.

  • GuideMFO vs SFO vs virtual family office

    The MFO vs SFO vs virtual family office page explains how different office structures serve families with varying levels of wealth, complexity, and internal resources. A reader can use it to consider whether a private, research-based multifamily office suits their planning, investment, and risk needs.

  • DataMFOs by decade founded

    The MFOs by decade founded page provides historical context on when listed multifamily offices began operating. Readers can use that information as one comparison point while reviewing firms that serve families and other clients through investment management, planning, insurance, and alternative investments.

  • Similar firmsBarclay Breland Family Office
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    Profiles for Barclay Breland Family Office, Correll Capital, and Element Pointe Family Office provide nearby examples for side-by-side research. Reviewing their stated services, client focus, and locations can help a family or business owner frame questions for Bayshore Capital Advisors.

Sources

  1. SEC Form CRS
  2. Bayshore Capital Advisors
  3. Bayshore About

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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