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Julie Lynn Shah

Eagle Bay Family Office

New York, NY

Austin, TX

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Current Employers
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 2024-10-07
TX RA APPROVED 2024-10-07
  • NY RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED
    Since 2024-10-07

Branch Locations

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

Austin, TX • 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
Eagle Bay Family Office New York NY 04/2024 Present
Julie Shah Cpa Austin TX 06/2021 03/2024
Plyler, Stallop & Compton Austin TX 02/2017 12/2021
Julie Shah Cpa Austin TX 07/2007 01/2017
  • 04/2024 → Present
    Eagle Bay Family Office
    New York, NY
  • 06/2021 → 03/2024
    Julie Shah Cpa
    Austin, TX
  • 02/2017 → 12/2021
    Plyler, Stallop & Compton
    Austin, TX
  • 07/2007 → 01/2017
    Julie Shah Cpa
    Austin, TX
Other Businesses

Julie Shah, CPA; Not investment-related; 4824 Rollingwood Drive Austin, TX 78746; Consulting and Accounting Services; Owner/ Consultant; Less than 10 hours per month; Started 01/2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07
Other Names
  • Julie Lynn Edwards

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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