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Bay Hills Capital Management, LLC
SEC-regulated
Registered investment advisor
Bay Hills Capital Management, LLC is a private equity fund-of-funds investment firm specializing in the North American small to lower-middle market buyout sector. Established in 2006 and headquartered in San Francisco, CA, the firm manages $873,685,000 in client commitments across fourteen fund-of-funds on a discretionary basis. The firm's investment strategy focuses on investing in established companies with enterprise values of $20 million to $250 million. Bay Hills Capital Management provides advisory services for commingled funds-of-funds and separate account funds-of-funds, tailored to the needs of a sole investor. The firm charges management fees of 1% of aggregate investor capital commitments through the sixth anniversary of the initial close, with negotiable fees for separate accounts. Performance-based fees vary by fund type. The firm operates as a fiduciary, with investment discretion limited by agreed-upon guidelines. Clients include high net worth individuals, family trusts, corporate plans, non-profit institutions, private funds, and public pensions. Bay Hills Capital Management has a disciplined due diligence process and an Investment Committee that reviews all investments. The firm has no disciplinary events to report and does not receive compensation for client referrals. Additionally, the firm has custody of fund assets and exercises investment discretion based on partnership agreements.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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