This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-13-2015
- Office Locations
- 5
Office Locations
About Eagle BAY Family Office
Eagle Bay Family Office is a New York-based fiduciary wealth manager using a family office model to deliver integrated investment management alongside estate and tax planning. The firm serves individuals and families with a single point of contact for complex needs. Investment toolkit includes ETFs, public and private funds, and alternative strategies such as hedge funds and private equity. Custodies with Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 26, 2025 and April 15, 2026, reported AUM decreased 28.2%, from $948.5M to $680.8M.
Across 5 reported observations, AUM decreased 15.5% between August 10, 2022 and April 15, 2026, from $806.1M to $680.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 50 clients, or 12.5 clients per representative. That equates to $13.6M in reported AUM per client.
The profile lists 5 reported office locations and 10 years in operation. The source data was last updated on April 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Eagle BAY Family Office's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Geographic Focus
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Eagle BAY Family Office record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL DAVID NELSON
Chief Executive Officer, Wealth Advisor
- CRD
- #4895869
- Ownership
- 50% but less than 75%
DAVID LOUIS CLEARY NEUBERT
Owner, Partner
- CRD
- #2314314
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
Joshua Leon Beckerman
Associate
- CRD
- #7633174
GLADYS SOONSI CHOW
Wealth Advisor
- CRD
- #2195862
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $680,792,794 | $1,433,248 |
| Non-Discretionary | $0 | -- |
| Total | $680,792,794 | $1,433,248 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Eagle BAY Family Office has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Eagle BAY Family Office's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.