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EAGLE BAY FAMILY OFFICE

NEW YORK, NY · CRD 281675 · IAPD ↗ · eaglebayfamilyoffice.com · 212-634-7879

$680.8MRegulatory AUM
4Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — EAGLE BAY FAMILY OFFICE reported RAUM down 28% ($948.5M -> $680.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
68
January 2025 — EAGLE BAY FAMILY OFFICE now reports custody of client assets ($142.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
November 2024 — EAGLE BAY FAMILY OFFICE changed its website from eaglebayadvisors.com to eaglebayfamilyoffice.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — EAGLE BAY FAMILY OFFICE grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.