Beatrice Advisors LP

RIASEC RegisteredEst. 2024

Total AUM

$282M

Discretionary

$52.4M

19% of AUM

Avg account

$1.3M

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 332668
Registered since: December 19, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.43%
Charitable Organizations11.35%
Individuals0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beatrice Advisors LP is an SEC-registered independent registered investment adviser that operates as a limited partnership. The firm registered with the SEC in 2024 and is structured as a domestic entity with individual ownership. It functions as a capital allocator and serves both individual/family and institutional clients. Fee arrangements include asset-based (percentage of AUM) and fixed-fee engagements. Advisory services emphasize financial planning and portfolio management across a range of client types: individuals and small businesses, pooled investment vehicles, and institutional or business clients. The firm also performs selection-of-other-advisers duties, indicating it sources external managers as part of client programs. Beatrice is not identified as an active ESG investor and is not classified as a multi-state adviser in the provided data.