Bayshore Capital Advisors is a registered investment advisor that manages investment portfolios for clients with separate accounts and pooled investment funds. Bayshore creates customized portfolios based on each client's financial objectives, risk tolerance, and investment goals. Bayshore specializes in selecting investment managers, allocating capital across strategies and asset classes, and providing portfolio reporting. Bayshore may also offer limited financial planning services on rare occasions without charging a fee.
Fee Structure
Bayshore Capital Advisors manages investments for separate accounts and pooled investment funds.
For separate accounts, fees are based on a percentage of the assets managed, and are negotiated individually with each client. There is generally a $20,000,000 minimum account size, but Bayshore may waive this.
For pooled investment funds, Bayshore receives an annual management fee, typically 1.00% of the investors’ capital commitment, capital account balance, or another measure of assets in the Funds as applicable.