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Inactive

David Zale

Zale Capital Management

Weston, CT

Eagle Bay Family Office

New York, NY

CRD 3168976

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Employer firm

Zale Capital Management CRD 338433

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Zale Capital Management

Weston, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-02
  • CT RA
    APPROVED
    Since 2026-01-02

Branch Locations

Weston, CT • United States

Eagle Bay Family Office

7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-27
TX RA APPROVED 2023-06-27
  • NY RA
    APPROVED
    Since 2023-06-27
  • TX RA
    APPROVED
    Since 2023-06-27

Branch Locations

7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zale Capital Management, L.P. New York NY 01/2006 Present
Eagle Bay Family Office New York NY 06/2023 09/2025
  • 01/2006 → Present
    Zale Capital Management, L.P.
    New York, NY
  • 06/2023 → 09/2025
    Eagle Bay Family Office
    New York, NY
Previous Registrations
  • 2012-08-06 → 2023-10-09
    Zale Capital Management, L.P.
    New York, NY
  • 2009-03-05 → 2012-08-07
    Brokersxpress Llc
    New York, NY
    Chicago, IL
    Chicago, IL
  • 2006-04-07 → 2009-07-07
    Usf Advisors, Llc
    Houston, TX
  • 2003-01-02 → 2003-11-06
    Sands Brothers Asset Management Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-20
S63 Uniform Securities Agent State Law Examination 1999-06-23
  • S65 Uniform Investment Adviser Law Examination
    2001-12-20
  • S63 Uniform Securities Agent State Law Examination
    1999-06-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

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Nearby Offices

AXIAL READE CAPITAL, LP · NEW YORK, NY
ASHBAY CAPITAL, LLC · NEW YORK,, NY
KAI MANAGEMENT GROUP, LLC · NEW YORK, NY

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