Bayshore Asset Management, Llc
- Regulatory AUM
- $740M
- Discretionary
- $738M
- Clients
- 129
- Avg AUM / client
- $5.7M
- Accounts
- 419
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $11.2M | 1.52% |
| High net worth individuals | 94 | $697M | 94.2% |
| Pension and profit sharing plans | 1 | $296K | 0.04% |
| Corporations and other businesses | 3 | $31.1M | 4.21% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gabriel Munoz Bustamante | Owner | Personal Financial Specialist | Nov 2007 (19y) | ≈ 56.25% – 100% via Gabriel M. And Marta C. Bustamante, As Tenants By The Entirety |
| Bustamante, Marta, Catasus | Owner | Jan 2010 (17y) | ≈ 56.25% – 100% via Gabriel M. And Marta C. Bustamante, As Tenants By The Entirety | |
| Gabriel John Munoz Bustamante | Member | Manager | May 2019 (7y) | ≈ 7.5% – 25% via The Gabriel J. Bustamante Living Trust | |
| Arturo J Don Duasso | Registered representative | CFP | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gabriel M. And Marta C. Bustamante, As Tenants By The Entirety | Member | Jan 2010 | A | 75% or more |
| The Gabriel J. Bustamante Living Trust | Member | Jan 2021 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gabriel Munoz Bustamante: 75% – 100% of Gabriel M. And Marta C. Bustamante, As Tenants By The Entirety × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bustamante, Marta, Catasus: 75% – 100% of Gabriel M. And Marta C. Bustamante, As Tenants By The Entirety × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Gabriel John Munoz Bustamante: 75% – 100% of The Gabriel J. Bustamante Living Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $714M (97% of AUM) Mar 2026
- National Financial Services (Fidelity) $4.4M (1% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗