Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2024-10-07 |
| TX | RA | APPROVED | 2024-10-07 |
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
Reach out to this advisor