Eagle Bay Advisors LLC
Eagle Bay Advisors LLC is a New York-based investment advisory firm founded in 2021. The firm manages nearly $950 million in assets as of March 2025 and primarily serves individuals and high net worth individuals, offering personalized investment management and advisory services. With 15 employees, approximately one-third are dedicated investment professionals, providing clients with access to diversified portfolios, including equities and funds. Eagle Bay Advisors operates out of its headquarters at 7 World Trade Center in Manhattan, serving U.S. clients.
Investment Strategy
Eagle Bay Advisors LLC offers discretionary and non-discretionary portfolio management, focusing on diversified equity and ETF holdings. The firm's approach emphasizes a mix of domestic and global equities, including major tech companies and broad market ETFs, tailored to individual and high-net-worth investors. Their portfolio is constructed for long-term appreciation, utilizing both passive index products and actively managed positions, with a client-focused risk management and asset allocation philosophy.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | Vanguard FTSE Developed Markets ETF (VEA) | 9.93% | $12.6M | 210,997 | $47.73 | $59.92 | +$976.8K |
T TSLA | Tesla Inc (TSLA) | 8.43% | $10.7M | 24,140 | $255.83 | $444.72 | +$3.3M |
A AAPL | Apple Inc (AAPL) | 8.37% | $10.7M | 41,839 | $170.49 | $254.63 | +$1.7M |
V VWO | Vanguard FTSE Emerging Markets ETF (VWO) | 5.29% | $6.7M | 124,438 | $44.36 | $54.18 | +$624.8K |
D DVY | iShares Select Dividend ETF (DVY) | 4.32% | $5.5M | 38,710 | $122.31 | $142.10 | +$359.6K |