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EAGLE BAY FAMILY OFFICE
Legal name: EAGLE BAY ADVISORS LLC
CRD 281675File 801-106736
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$680.8M
Above cohort median (national)
Discretionary AUM
$680.8M
Clients
50
475 accounts
Employees
15
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 13, 2015
- Principal office
- 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 46TH FLOOR, NEW YORK, NY, 10007
- Phone
- 212-634-7879
- Website
- https://eaglebayadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $680.8M
- Discretionary AUM
- $680.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 475
- Non-discretionary accounts
- 0
- Total accounts
- 475
- AUM per client
- $13.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $675.2M |
| Individuals (other than high net worth individuals) | 13 | $5.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 103 | 50 | decreased by53 |
| Apr 1, 2026 | AUM | $948,458,594 | $680,792,794 | decreased by$267,665,800 |
| Apr 1, 2026 | Accounts | 675 | 475 | decreased by200 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 66 | 103 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $806,093,560 | $948,458,594 | increased by$142,365,034 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 929 | 675 | decreased by254 |
| Sep 1, 2022 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2022 | Employees | 7 | 11 | increased by4 |
| Apr 1, 2022 | Clients | 46 | 66 | increased by20 |
| Apr 1, 2022 | AUM | $506,869,166 | $806,093,560 | increased by$299,224,394 |
| Apr 1, 2022 | Accounts | 50 | 929 | increased by879 |
| May 1, 2021 | Clients | 49 | 46 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EAGLE BAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE BAY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.