# Eagle Bay Family Office

> Eagle Bay Family Office is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 281675
- Filed as: EAGLE BAY FAMILY OFFICE
- Legal name: Eagle Bay Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281675
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-bay-family-office-new-york-ny-281675

## Quick answers

**How is Eagle Bay Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Bay Family Office reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Eagle Bay Family Office charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $150 to $1,000 an hour (family office services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Eagle Bay Family Office located?**
Eagle Bay Family Office's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Eagle Bay Family Office registered with the SEC or a state?**
Eagle Bay Family Office is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281675.

**How much does Eagle Bay Family Office manage?**
Eagle Bay Family Office reports $680,792,794 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**How have Eagle Bay Family Office's assets and staff changed since 2021?**
In the Form ADV data for Eagle Bay Family Office: Regulatory assets under management: $506,869,166 in the October 2021 data and $680,792,794 in the October 2026 data, up 34%. Total employees: 7 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Bay Family Office serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (13).

**Which custodians does Eagle Bay Family Office use?**
Eagle Bay Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Eagle Bay Family Office report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281675

**Does Eagle Bay Family Office state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Eagle Bay does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Eagle Bay Family Office's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $948,458,594 to $680,792,794 (-28%). Added an office in San Juan, PR. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> Eagle Bay does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

- Hourly rate: $150 to $1,000 an hour (family office services)

> These fees are negotiable, but generally range from $150 to $1,000 per hour when charged on an hourly basis and between 25 and 150 basis points

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $680,792,794
- Discretionary: $680,792,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $5,592,661 |
| High net worth individuals | 37 | $675,200,133 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (10 years)
- Employees: 15 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NY, OR, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- San Juan, PR

### Websites listed on Form ADV (Item 1.I)
- [eaglebayadvisors.com](https://eaglebayadvisors.com)
- [eaglebayfamilyoffice.com](https://eaglebayfamilyoffice.com)
- LinkedIn @eagle-bay-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $506,869,166 | 7 | April 30, 2021 |
| October 2022 | $806,093,560 | 13 | August 10, 2022 |
| October 2023 | $721,045,565 | 15 | March 31, 2023 |
| October 2024 | $886,838,673 | 15 | June 24, 2024 |
| October 2025 | $948,458,594 | 15 | March 26, 2025 |
| October 2026 | $680,792,794 | 15 | April 15, 2026 |

Regulatory assets under management: $506,869,166 in the October 2021 data and $680,792,794 in the October 2026 data, up 34%.
Total employees: 7 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $948,458,594 to $680,792,794 (-28%).
- Added an office in San Juan, PR.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Bay Family Office (CRD 281675): Form ADV filing data as of October 2026.