Eagle Bay Family Office

Eagle Bay Advisors LLC, also known as Eagle Bay Family Office, is a registered investment adviser established on June 12, 2015. The firm specializes in offering a range of advisory services, including investment advisory and family office services. They manage client investment portfolios on a discretionary or non-discretionary basis, with $948,458,594 of assets under management as of December 31, 2024. Clients have the option to engage Eagle Bay for family office services, wealth management, and investment consulting. The firm's investment strategy focuses on multi-manager diversification to preserve capital and generate risk-adjusted returns. They may recommend clients invest in mutual funds, ETFs, and private securities. Clients retain discretion over decisions and are not obligated to act on recommendations. Eagle Bay may engage independent managers to handle client assets and charges fees based on assets under management, ranging from 0.50% to 1.50%. The firm follows a Code of Ethics to prevent unlawful practices and provides ongoing account monitoring and reviews. Clients have the option to direct brokerage and may receive referrals from independent solicitors. Eagle Bay does not vote on client securities and does not disclose financial information as it meets financial obligations and has not faced bankruptcy in the past ten years. For more detailed information, the full disclosure brochure is available on the SEC's website.