EB
EAGLE BAY FAMILY OFFICE
SEC RegisteredNEW YORK, NYhttps://eaglebayfamilyoffice.com212-634-7879
Assets Under Management
$500M–$1B
Employees
15
Office Locations
2 offices
Total Accounts
475
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $5.6M |
| High Net Worth Individuals | 37 | $675M |
0 total clients reported on Form ADV.
Leadership
Michael David Nelson
CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
David Louis Cleary Neubert
PARTNER
Cynthia Ann Curtis Nelson
CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
Office locations
2 offices in 1 state
NY
NEW YORKHQ
Advisors at this firm
7 advisors in the directory
Gladys Soonsi Chow
Investment Adviser Representative
Jean-Andre Frederic Corpuz
Investment Adviser Representative
Cynthia Ann Curtis Nelson
Investment Adviser Representative
Kyle Barton Keir
Investment Adviser Representative
George Crossan Seybolt
Investment Adviser Representative
Julie Lynn Shah
Investment Adviser Representative
David Zale
Investment Adviser Representative
Regulatory & compliance
CRD number
#281675
SEC Number
801-106736
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
eaglebayfamilyoffice.comPhone
212-634-7879Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EAGLE BAY FAMILY OFFICE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.