SEC-Registered Investment Adviser
Bay Hills Capital Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 26, 2012
- Principal office
- 435 Pacific Ave, Suite 400, San Francisco, CA 94133
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
Scale
- Regulatory AUM
- $569.8M
- Attributable to non-US clients
- $1
- Accounts
- 10
- Clients
- 0
- Employees
- 7, 5 in advisory roles
- Private funds advised
- 14
- Private fund gross assets
- $1.1B
- Fund types
- 14 private equity funds
- Funds with Form D records
- 8 issuers in AltStreet's ledger, $267.6M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- pooled investment vehicles (10)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- civil court finding of a violation (Item 11H(1)(b))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.