$680.8M Total AUM
$680.8M Disc. AUM
-1.9% 3Y CAGR
15 Employees
50 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- WaveWave +more
- Established Date
- 10-13-2015
- Office Locations
- 3
Office Locations
7 World Trade Center 250 Greenwich Street, 46th Floor NEW York NY
-- Austin TX
-- SAN Juan PR
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.
Team overview
-- AVG AGE
$170.2M AVG AUM / ADVISOR
$13.6M AVG AUM / CLIENT
2.5 yrs AVG TENURE
15 Employees
4 Advisory Reps
10 RIA Reps
10yrs Firm Age
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Asset Classes
Vector fusion Quantum pioneer Delta Ridge North Timber pioneer Insight Harbor Delta atlas
Client Personas
Crest legacy Insight peak
Custodian
Fusion Optima Pioneer ridge Quantum Optima Capital Glacier Legacy North Pioneer Horizon signal Momentum frontier Signal ridge Capital Foundation Meridian bridge
Investment Themes
Crest vertex North atlas Alpha insight
Investment Vehicles
Timber vital Summit Radial legacy
Platform
Bridge Vital zenith
Services
Value peak Wave pioneer Matrix Vital Momentum ember Vector unison Optima signal Insight
Technology
Catalyst Prime delta Beacon vertex Glacier
Owner & Executives
DAVID LOUIS CLEARY NEUBERT
Owner, Partner
- CRD
- #2314314
- Ownership
- 10% but less than 25%
(336) 860-6630
value.signal@wavecapital.com
in linkedin.com/in/bridge-quantum
J
JEAN-ANDRE FREDERIC CORPUZ
Chief Investment Officer
- CRD
- #2447459
- Ownership
- Less than 5%
(249) 878-3369
radial.peak@timbercapital.com
in linkedin.com/in/bridge-eagle
P
Pathway peak
North value
- CRD
- #33229
- Ownership
- 10.8%
(421) 613-2246
prime.matrix@beaconcapital.com
in linkedin.com/in/wave-radial
Showing 2 of 4 owners & executives
Unlock allContacts
Joshua Leon Beckerman
Associate
- CRD
- #7633174
(687) 714-5165
bridge.vector@radialcapital.com
in linkedin.com/in/delta-pioneer
K
Kyle Barton Keir
Analyst
- CRD
- #7930130
(928) 675-3205
eagle.zenith@glaciercapital.com
in linkedin.com/in/atlas-north
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $680,792,794 | $1,433,248 |
| Non-Discretionary | $0 | -- |
| Total | $680,792,794 | $1,433,248 |
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Separately Managed Accounts
Total SMA Asset: $680,792,794
Other:
8.9% Public Funds:
18.2% Equity - Exchange:
14.3% Municipal Bonds:
20.9% Cash:
10.3% U.S. Government/Agency:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $700,335,302 | 8.9% |
| Public Funds | $1,432,146,349 | 18.2% |
| Equity - Exchange | $1,125,257,846 | 14.3% |
| Municipal Bonds | $1,644,607,620 | 20.9% |
| Cash | $810,500,406 | 10.3% |
| U.S. Government/Agency | $2,156,088,460 | 27.4% |
| Total | $7,868,935,983 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR NORTH | EMBER TIMBER | ZP34QZNM9 | ZWO | 0.63% | $32,029,904 |
| FRONTIER CAPITAL SIGNAL | BRIDGE DELTA | 0FDNHJTYR | OKL | 5.93% | $56,307,341 |
| INSIGHT PATHWAY VITAL | VECTOR MOMENTUM | GJVQK6FYQ | TXGK | 8.00% | $56,777,268 |
| PRIME CREST | OPTIMA BRIDGE | 2K9ACS5W8 | VVLQB | 5.84% | $20,918,617 |
| FOUNDATION MERIDIAN VERTEX | PRIME BRIDGE | XZ08C1814 | JSK | 9.20% | $33,457,623 |
| CATALYST CATALYST | OAK PRIME | ZS79B9F2S | GEZXN | 0.87% | $99,123,145 |
| VECTOR FRONTIER OAK | VECTOR SUMMIT | AEYGRYPV4 | JIPUA | 10.44% | $45,714,134 |
| QUANTUM OPTIMA FRONTIER | OAK DELTA | CTE2N92S4 | FJSC | 6.27% | $71,571,529 |