Bayview Asset Management, LLC
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Overview
Bayview Asset Management, LLC operates as an advisory firm that has its headquarters in Miami, Florida. It manages $39.0 billion in assets under management throughout 51 accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). The firm has a large team, including 124 financial advisors. Bayview Asset Management, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, stocks and options.
Bayview Asset Management, LLC administers all of the company's accounts in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without needing client consent. The company's typical account size is $765.1 million. The average financial advisor at Bayview Asset Management, LLC manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's main office is located at 4425 Ponce De Leon Blvd., Miami, Florida 33146. Bayview Asset Management, LLC is legally registered to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bayview Asset Management, LLC by the Numbers
$39.0 billion
319
51
$765.1 million
Fee Structure
Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by the firm likely consist of some combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with investment companies, pooled investment vehicles and corporations. Out of its 51 accounts, Bayview Asset Management, LLC's largest client by number of accounts is pooled investment vehicles. About 57% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bayview Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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