BEATRICE ADVISORS LP

Overview

Beatrice Advisors LP is an independent registered investment adviser operating as a limited partnership and registered with the SEC in 2024. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning, portfolio management across individual and pooled vehicles, and the selection of sub-advisers. Its fee model combines percentage-of-AUM fees with fixed-fee arrangements, and the business mixes discretionary portfolio authority with a substantial non-discretionary advisory footprint. Investment activity leans heavily toward marketable equities and exchange-traded products, supported by a smaller but explicit allocation to private markets. The firm does not identify as an active ESG investor, and its registration indicates it is not set up as a multi-state adviser. Beatrice Advisors positions itself to manage both single-client relationships and pooled investment structures, suggesting capacity to run separately managed accounts alongside advised funds or pooled vehicles.

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Public Holdings

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Location & Offices