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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Bay Advisors LLC
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| CRD # | 281675 |
| SEC # | 801-106736 |
| CIK # | 0001862864 |
| AUM | $948.5 M (2025-03-26) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 212-634-7879 |
| Address | 7 World Trade Center New York, NY 10007 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001862864 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Golub Capital BDC Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Ares Capital Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| PNC Financial Services Group Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| Braze Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 6.8 |
| (b) Individuals (high net worth individuals) | 74 | 941.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 675 | 948.5 |
| By Discretionary | ||
| Discretionary | 669 | 917.3 |
| Non-Discretionary | 6 | 31.2 |
| Total | 675 | 948.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 948.5 | |
| Total | 675 | 948.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001862864] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CLG LLC
✚
|
CA | 1.0 |
|
PARR McKnight Wealth Management Group LLC
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|
MN | 1.0 |
|
Liquid Strategies LLC
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|
GA | 1.0 |
|
Prometheus Wealth Management Sam
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|
0.9 | |
|
Panoramika Advisors Inc
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|
FL | 0.9 |
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
Concord Wealth Partners
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|
VA | 0.9 |
|
Horizon Wealth Management LLC
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|
IL | 0.9 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.9 |
|
Goldstein Advisors LLC
✚
|
WI | 0.9 |