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Eagle Bay Advisors
Eagle Bay Advisors began operations in 2015 under founder Michael D. Nelson. The firm delivers advisory services to families and entities, covering investment...
Eagle Bay Advisors
Eagle Bay Advisors began operations in 2015 under founder Michael D. Nelson. The firm delivers advisory services to families and entities, covering investment management, estate planning, and trust administration. Allocations span real estate, private equity, private credit, and fund-of-funds vehicles. Positions include direct real estate holdings in New York and mixed-use assets across the United States, Spot Bitcoin ETF exposure, iShares Ethereum Trust ETF, and SPDR Gold Shares. The firm also maintains an art collection and precious metals ETFs. Geographic reach covers North America, Europe, Asia, and the Caribbean. Co-investors have included Bravura Capital. The team comprises four named partners. Additional vehicles tied to the firm include EBP Development LLC and Eagle Bay Partners LLC, both based in Rhinebeck, New York. In 2024 Bravura Capital made an investment in the firm. The firm participates in networks such as the Family Office Exchange and CFA Society New York. Governance centers on a single point of contact model for clients. This structure integrates investment decisions with tax and estate planning under one team rather than through separate external advisors.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael D. Nelson
Founder, CEO and Managing Partner
David Neubert
Partner and Chief Investment Officer
Tanya Durkee Urbach
Partner and Head of Family Office
David Zale
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Eagle Bay Advisors?
Michael D. Nelson serves as CEO and Managing Partner. David Neubert acts as Partner and Chief Investment Officer. Tanya Durkee Urbach and David Zale serve as additional partners on the investment and client teams.
Does Eagle Bay Advisors participate in fund commitments or only direct deals?
The firm uses both approaches. It holds fund-of-funds positions and executes direct co-investments and SPVs. Confirmed holdings include real estate assets and digital asset ETFs.
What investment stages does Eagle Bay Advisors typically target?
The firm covers early-stage opportunities alongside multi-generational wealth planning mandates. It also allocates to private credit and real estate across multiple stages.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to a single family branch. The firm serves multiple high-net-worth individuals and entities without disclosing specific sources.
How is Eagle Bay Advisors related to Bravura Capital?
Bravura Capital invested in Eagle Bay Family Office during 2024. The transaction appears in the firm's relationship records.
Does Eagle Bay Advisors maintain philanthropic structures?
The firm lists support for several foundations including the Children's Medical Fund of New York, Hector and Gloria Lopez Foundation, New World Foundation, and Teton Valley Ranch Camp Foundation.
What is Eagle Bay Advisors known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs. It has recorded participation with external parties such as Bravura Capital in 2024.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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