Eagle Bay Family Office
Firm details
- Headquarters
- New York, New York
- CRD number
- 281675
- Registered since
- October 13, 2015
- Website
- eaglebayadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.18%
- Individuals0.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eagle Bay Family Office operates as an independent SEC‑registered RIA formed in 2015 and organized as a limited liability company. It serves individual and family clients and functions as a capital allocator, sourcing and placing capital with third‑party managers in addition to providing in‑house portfolio services. Its advisory scope in filings includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are mixed: percentage of AUM, hourly fees, and fixed fees appear on its schedule. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other46%
- Public Funds/Mutual Funds24%
- Exchange Traded Equities15%
- State & Local Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Julie Shah
Partner and Chief Financial OfficerCRD 7939500
Jean-andre Corpuz
Chief Investment OfficerCRD 2447459
Cynthia Curtis Nelson
Partner, Chief Operating OfficerCRD 2781415
Contacts
3 of 8
Gladys Chow
Managing DirectorCRD 2195862
David Zale
General PartnerCRD 3168976
David Neubert
PartnerCRD 2314314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$59.7M in ETFs
73%
$43.6M
0%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $6.1M | 38,710 | 10.13% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 250 Greenwich St
- Time zone
- ET (UTC-5)
- Office locations
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