Eagle Bay Advisors is an investment advisor in New York with $806.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474025612
SEC advisor number
801-106736
FINRA CRD number
281675
AUM ?
$806.09 mm
(as of 10 Aug 22)
Accounts
929
(as of 10 Aug 22)
Employees
13
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Nelson, Michael, David | Chief Executive Officer and Managing Member | 06/2015 | 50-75% |
| Neubert, David, Louis Cleary | Chief Investment Officer | 01/2019 | 25-50% |
| Curtis, Cynthia, Ann | Chief Compliance Officer, Chief Operating Officer | 09/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
22 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21