BAYVIEW ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 157053
- Registered since
- February 23, 2012
- Website
- bayview.com
- Custodians
- COMPUTERSHARE TRUST COMPANY, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles97.84%
- Insurance Companies1.9%
- Investment Companies0.25%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bayview Asset Management, LLC is an SEC-registered limited liability company that operates as a hedge-fund manager focused on institutional clients. The firm provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutional balance sheets, and it carries CPO/CTA designations. Its compensation model combines asset-based fees with performance-linked fees and other fee arrangements. Bayview is not identified as an active ESG investor, is not a multi-state adviser, and is described as owned by a domestic entity and individual interests. The firm also acts in sponsor/GP and related roles across pooled vehicles and lists affiliations spanning other investment advisers, insurance company activity and real estate brokerage.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 5CARLOS PORTUGAL
Chief Compliance OfficerCRD 6419275
GREGORY GEILING
Co-COOCRD 2531227
RICHARD O'BRIEN
Director & Chief Operating OfficerCRD 6025243
Contacts
3 of 3BRETT EVENSON
Managing DirectorCRD 6025246
DANIEL BLUMENTHAL
CRD 8265563
MATTHEW MILLER
Managing DirectorCRD 2787643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$31.8M in ETFs
100%
$31.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF) | State Street | Passive | Financial | $9.2M | 187,000 | 29.02% |
Location
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 4425 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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