BAYSHORE INVESTMENTS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SACRAMENTO, California
CRD number
317851

Firm profile

FINTRX

Overview

Bayshore Investments LLC operates as a limited liability company focused on investment management. While specific details regarding their investment preferences and strategies are not disclosed, the firm is engaged in advising private equity funds. The firm does not classify itself as a capital allocator and has not indicated any active involvement in ESG investing. Bayshore Investments LLC does not operate as a multi-state adviser and has not reported any affiliations that would suggest a broader advisory network.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Kishore Kondragunta

    OwnerCRD 7475331

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SACRAMENTO, CA

SACRAMENTO

Location

SACRAMENTO, CA

Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
1401 21st St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth