Eagle Bay Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 15, 2026, reports $681M in regulatory assets under management, 15 employees, 1 office, and 475 accounts.
Assets Under Management
$681M
Employees
15
Offices
1 office
Total Clients
50
Primary office
NEW YORK, NY
7 WORLD TRADE CENTER, 250 GREENWICH STREET, 46TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.0% of total clients.
Top client categories% of clientsClients
1
HNWI
74.0%
37
2
Individuals
26.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$681Mas of April 15, 2026
Discretionary100.0%
$681M
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$681M
Total Accounts475
10Y AUM Change+$501M (+278.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee3:1
10Y Employee Change+10 (+200.0%)
* 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.