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Eagle Bay Family Office CRD 281675
$681M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-08 |
Branch Locations
7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Bay Family Office | New York | NY | 03/2023 | Present |
| N/A | Holmes | NY | 01/2019 | 02/2023 |
| Capcoun Llc | New York | NY | 05/2017 | 11/2018 |
| Giralda Advisors Llc | New York | NY | 12/2014 | 12/2016 |
| N/A | New York | NY | 01/2017 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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