Data / Investment advisers / New York / Eagle Bay Family Office
Eagle Bay Family Office, New York, NY: $681 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eagle Bay Family Office is an SEC registered investment adviser with its main office in New York, New York and reports $681 million in regulatory assets under management in its Form ADV filed April 15, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Eagle Bay Family Office (CRD number 281675): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 281675
- SEC file number
- 801-106736
- SEC status
- Approved, effective October 13, 2015
- Legal name
- Eagle Bay Advisors LLC
- Main office
- 7 World Trade Center 250 Greenwich Street, 46th Floor, New York, NY 10007
- Phone
- (212) 634-7879
- Website
- eaglebayfamilyoffice.com
- Regulatory AUM
- $680,792,794 in the Form ADV filed April 15, 2026
- Discretionary AUM
- $680,792,794
- Accounts
- 475
- Employees
- 15, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $675.2 million |
| Individuals (other than high net worth individuals) | 13 | $5.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $680.8 million | March 24, 2026 |
| December 1, 2025 | $948.5 million | March 26, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Park Road Partners LP | New York | $691.3 million | 3 | adviserinfo.sec.gov |
| Newpoint Real Estate Investment Management LLC | New York | $690.1 million | Not listed | adviserinfo.sec.gov |
| Intervest Capital Partners LLC | New York | $689.3 million | Not listed | adviserinfo.sec.gov |
| 9yards Capital Management LP | New York | $687.6 million | 31 | adviserinfo.sec.gov |
| Belltower Partners | New York | $681.4 million | 6 | adviserinfo.sec.gov |
| Castle Harlan, Inc. | New York | $678 million | 21 | adviserinfo.sec.gov |
| Good Springs Capital | New York | $677.9 million | 4 | adviserinfo.sec.gov |
| DLJ Real Estate Capital Partners, LLC | New York | $673 million | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Eagle Bay Family Office on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.