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Eagle Bay Advisors

Eagle Bay Advisors is an investment advisor in New York with $506.87M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474025612
SEC advisor number
801-106736
FINRA CRD number
281675
AUM ?
$506.87M (as of 30 Apr 21)
Accounts
50 (as of 30 Apr 21)
Employees
7 (4 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1342 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
$13.32M 37.24K
Vanguard Tax-managed Intl FD Ftse Dev MKT Etf (Equities)
$5.97M 113.33K
Vanguard Intl Equity Index FDS GLB Ex Us Etf (Equities)
$5.04M 89.16K
$4.73M 94.4K
$4.57M 89.1K
Vanguard Ftse All World Ex Us Etf IV (UIT EXCHANGE TRADED)
$2.92M 45.89K
$2.9M 34.84K
$2.84M 37.83K
$2.53M 29.43K
$2.31M 16.81K
$2.19M 8.06K
Vanguard Ftse Developed Mats Etf IV (UIT EXCHANGE TRADED)
$2.14M 41.49K
$1.8M 25.21K
$1.74M 114.27K
$1.66M 15.66K
$1.34M 387
$1.3M 20.5K
$1.27M 11.15K
$1.25M 1.44K
$1.23M 495
$1.15M 74.43K
$1.15M 5.99K
$1.1M 9.46K
$1.05M 1.79K
$968K 11.38K
$910K 12.21K
$767K 10.64K
$756K 2.79K
$717K 13.17K
$681K 16.73K
$679K 3.22K
$663K 2.07K
$651K 20.44K
$627K 3.78K
$604K 2.17K
$603K 3.01K
$532K 1.84K
$457K 6.81K
$438.01K 2.79K
$430K 1.07K
$425K 2.13K
$419K 3.05K
$418K 2.22K
Invesco QQQ TR Unit Ser 1
$418K 1.18K
$410K 7.27K
$406K 5.65K
$390K 6.77K
$376K 13.35K
$363K 1.22K
$346K 139
Holdings list only includes long positions. Only includes long positions.

Calendar

15 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings