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EAGLE BAY FAMILY OFFICE
EAGLE BAY ADVISORS LLC
CRD 281675 · SEC 801-106736
7 WORLD TRADE CENTER, 250 GREENWICH STREET, 46TH FLOOR, NEW YORK, NY, 10007, United States
Phone
212-634-7879
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$680.8M
Discretionary AUM
$680.8M
Team
15 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.6M |
| High net worth individuals | 37 | $675.2M |
States served
CA, MA, NY, OR, PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD