AdvisorOS Directory
Claim Profile
CP

Carlos Manuel Portugal

BAYVIEW ASSET MANAGEMENT, LLC·CORAL GABLES, Florida
Unclaimed Profile
4425 PONCE DE LEON BLVD., CORAL GABLES, FL 33146CRD# 6419275Firm CRD# 157053
01

About

Carlos Manuel Portugal is a registered financial advisor based in CORAL GABLES, Florida, affiliated with BAYVIEW ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BAYVIEW ASSET MANAGEMENT, LLC
BAYVIEW ASSET MANAGEMENT, LLC
AUM
$38.6B
Regulatory assets under management
Employees
373
Total firm employees
View all advisors at BAYVIEW ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES
Regulatory
SEC/IARD CRD# 6419275
Firm CRD# 157053
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORAL GABLES?

Browse all registered financial advisors in CORAL GABLES, Florida or claim this profile if it's yours.

Browse CORAL GABLES AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carlos Manuel Portugal offer?
Carlos Manuel Portugal specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Carlos Manuel Portugal's credentials?
Carlos Manuel Portugal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Manuel Portugal located?
Carlos Manuel Portugal is based in CORAL GABLES, Florida, working with BAYVIEW ASSET MANAGEMENT, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Carlos Manuel Portugal charge for services?
Carlos Manuel Portugal's firm is compensated through percentage of aum, performance-based fees, other: variable transaction, diligence, origination, and closing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAYVIEW ASSET MANAGEMENT, LLC?
BAYVIEW ASSET MANAGEMENT, LLC has approximately 373 employees and manages $38.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BAYVIEW ASSET MANAGEMENT, LLC

Richard Thomas O'brien
CORAL GABLES, FL
Martin Johannes Brand
CORAL GABLES, FL
Stuart Waldman
CORAL GABLES, FL
Brett Evenson
CORAL GABLES, FL
Brian Eric Bomstein
CORAL GABLES, FL
David Eric Quint
CORAL GABLES, FL

More Advisors in CORAL GABLES, Florida

Marta Catasus Bustamante
BAYSHORE ASSET MANAGEMENT, LLC·CORAL GABLES, FL
Richard Leo Ganter
BALANZ ADVISORS LLC·CORAL GABLES, FL
Rodger David Shay Jr
AUSTIN ATLANTIC ASSET MANAGEMENT CO.·CORAL GABLES, FL
Joseph Burke Eggleton
CALIXTO GLOBAL INVESTORS, LP·CORAL GABLES, FL
Alfredo Jose Botty
BOTTY INVESTORS LLC·CORAL GABLES, FL
Andres Jose Garganta
AMERANT INVESTMENTS, INC.·CORAL GABLES, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile