Bayshore Capital

Bayshore Capital Advisors, LLC is an independent SEC registered investment adviser established in 2001 by Tready Smith. The firm offers investment management services to Consulting Clients, Funds, and Subadvisory Clients. Consulting Clients receive customized investment portfolios based on their financial objectives, risk tolerance, and investment goals. The firm specializes in selecting managers, allocating capital globally, and providing detailed portfolio reporting. Funds have tailored advisory services based on specific investment objectives. Bayshore may invest in pooled vehicles and individual securities managed by outside experts. The firm may also use short sales, options, and currency contracts for risk management and speculation. Bayshore's assets under management were approximately $740,751,000 as of December 31, 2024. Consulting Clients are charged fees based on assets under management, with performance-based fees negotiable. The minimum account size is generally $20,000,000. Bayshore may waive this minimum under certain circumstances. The firm does not charge a stated fee but negotiates fees with clients. The brochure also covers investment strategies, risk factors, custody practices, and proxy voting policies. Bayshore does not have any disciplinary history and maintains a Code of Ethics to ensure compliance with securities laws. The firm does not receive compensation other than client fees and does not engage third-party marketers. Clients receive regular account reviews and reports, and Bayshore votes proxies in the best interest of clients. The firm has no financial commitments that could impact its ability to meet client obligations.