EAGLE BAY FAMILY OFFICE

Latest filing: Mar 26, 2025 (97 days ago)

AUM

$948,458,594
7% change vs. 1 year ago
18% change vs. 3 years ago
135% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

15
0% change vs. 1 year ago
36% change vs. 3 years ago
88% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW YORK, NY
7 WORLD TRADE CENTER, NEW YORK, NY, UNITED STATES, 10007

Client AUM

Discretion AUM
Discretionary $0.9
Non-Discretionary $0.0
Total $0.9
Client AUM
Retail $0.9
Pooled $0.0
Institutional $0.0
Total $0.9
Retail Accounts AUM
Individual 29 $0.0
Average Individual AUM $233,837
HNW 74 $0.9
Average HNW AUM $12,725,369
Retail Total 103 $0.9
Average Retail AUM $9,208,336

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FIDELITY BROKERAGE SERVICES LLC SMITHFIELD-RI-USA $0.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.9
Retail SMA AUM $0.9
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 22% $0.2
Equity Non-Exch 16% $0.2
Govt Agency 2% $0.0
Municipal 5% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 10% $0.1
Other Pools 15% $0.1
Cash 6% $0.1
Other 24% $0.2
Total 100% $0.9

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
DAVID LOUIS CLEARY NEUBERT $0.0 -
DAVID LOUIS CLEARY NEUBERT $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

3 active

Name Title
NELSON, MICHAEL, DAVID CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
NEUBERT, DAVID, LOUIS CLEARY CHIEF INVESTMENT STRATEGIST
CURTIS, CYNTHIA, ANN CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

7 active representatives found

Name City State Exams Designations
TIMOTHY MACGUIRE NEW YORK NY S63|1996-08-13|S65|2023-02-13
DAVID NEUBERT NEW YORK NY S63|1993-09-15|S65|2021-09-17
DAVID ZALE NEW YORK NY S63|1999-06-23|S65|2001-12-20 CHARTERED FINANCIAL ANALYST
JOSHUA BECKERMAN NEW YORK NY S65|2023-03-02
CYNTHIA CURTIS NELSON NEW YORK NY S63|1999-08-10|S65|2023-03-20
MICHAEL NELSON NEW YORK NY S63|2005-06-27 CHARTERED FINANCIAL ANALYST
GEORGE SEYBOLT NEW YORK NY S63|1980-05-13|S65|1992-07-14

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.9 $0.0 0% 15 0 0%
2025-04-21 $0.9 $0.0 0% 15 0 0%
2024-04-02 $0.9 $0.1 7% 15 0 0%
2023-04-04 $0.7 $0.2 32% 15 0 0%
2022-04-01 $0.8 $0.1 18% 11 4 36%
2021-04-05 $0.5 $0.4 87% 7 8 114%
2020-04-01 $0.4 $0.5 135% 8 7 88%
2019-04-01 $0.3 $0.7 226% 5 10 200%
2018-04-02 $0.2 $0.7 333% 5 10 200%
2017-04-01 $0.2 $0.8 428% 5 10 200%
2016-04-01 $0.2 $0.8 461% 5 10 200%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CA-10/13/2015, FL-10/13/2015, MA-03/30/2020, NY-10/13/2015, OR-02/01/2022, PR-02/01/2022, TX-02/23/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV