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BAYVIEW ASSET MANAGEMENT, LLC

4425 Ponce De Leon Blvd.
Coral Gables, Florida 33146
Tel: 305-854-8880

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About BAYVIEW ASSET MANAGEMENT, LLC

BAYVIEW ASSET MANAGEMENT, LLC, formally registered with the SEC as BAYVIEW ASSET MANAGEMENT, LLC. The firm was established in 02/23/2012. They have over 3 offices throughout the country.

BAYVIEW ASSET MANAGEMENT, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $38,629,858,981 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 373 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157053
SEC#801-73638
Assets Managed by Firm$38,629,858,981
No. of Clients51
No. of Advisors373

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total51$38,629,858,981
Corporations or other businesses2$2,120,024

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