Firm profile

BAYVIEW ASSET MANAGEMENT, LLC

CORAL GABLES, FLCRD 157053Latest ADV March 18, 2026

Bayview Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 18, 2026, reports $64.2B in regulatory assets under management, 556 employees, 3 offices, and 59 accounts.

Assets Under Management
$64.2B
Employees
556
Offices
3 offices
Total Clients
57
Primary office
CORAL GABLES, FL
4425 PONCE DE LEON BLVD., CORAL GABLES, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid Ertel
CCOCarlos M. Portugal
CFOEster Mcewan

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 98.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
98.2%
56
2
Investment Cos.
1.8%
1
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$64.2Bas of March 18, 2026
Discretionary100.0%
$64.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$64.2B
Total Accounts59
10Y AUM Change+$37.5B (+140.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees556
Clients per Employee0:1
10Y Employee Change+285 (+105.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.