PPrivate Fund Data Log in Join · $37/mo

Eagle Bay Advisors LLC

● SEC registered since 2015CRD 281675SEC# 801-106736New York, NY
Export (members)
Reg. AUM
$948.5M
Employees
15
Accounts
675
Location
New York, NY

Eagle Bay Advisors LLC assets under management

Eagle Bay Advisors LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2015. It reports $948.5 million in regulatory assets under management and employs 15 people.

Eagle Bay Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Cynthia Ann Curtis Nelson ControlChief Compliance Officer, Chief Operating OfficerUnder 5%2021
David Louis Cleary Neubert ControlPartner10-25%2023
Julie Lynn ShahChief Financial OfficerUnder 5%2024
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Eagle Bay Advisors LLC manage?

Eagle Bay Advisors LLC reports $948.5 million in regulatory assets under management on its Form ADV.

How many employees does Eagle Bay Advisors LLC have?

Eagle Bay Advisors LLC reports 15 employees.

Where is Eagle Bay Advisors LLC located?

Eagle Bay Advisors LLC is based in New York, NY and has been SEC-registered since 2015.

Does Eagle Bay Advisors LLC disclose fund performance?

Eagle Bay Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY 10007
Phone212-634-7879
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1862864
Discloses disciplinary historyNo

Assets under management

Discretionary$917.3M
Non-discretionary$31.2M
Total (RAUM)$948.5M