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 is an independent, SEC-registered RIA organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm offers comprehensive wealth services including financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. Its fee schedule includes asset-based fees as well as hourly and fixed-fee engagements. Eagle Bay reports it is not an active ESG investor and is not flagged as a multi-state adviser; the firm has been SEC-registered since 2015.
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 3Julie 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 8GLADYS 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 44Active vs passive
$50.1M in ETFs
73%
$36.8M
0%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $5.9M | 38,710 | 11.69% |
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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