BEEKMAN INVESTMENT ADVISORS
Firm details
- Headquarters
- New York, New York
- CRD number
- 163519
- Registered since
- March 23, 2015
- Website
- www.thebeekmangroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Beekman Investment Advisors is an individually owned LLC that registered with the SEC in 2015 and operates as a private equity fund manager. The firm focuses on advising and sponsoring pooled investment vehicles for institutional investors and serves as sponsor, general partner and managing member of those vehicles rather than acting as a broad capital allocator. Its compensation combines an asset-based management fee with performance‑linked fees typical for private fund managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Vincent Aiello
Chief Financial OfficerCRD 7894255
Contacts
2 of 2JONATHAN KELEMEN
Managing DirectorCRD 5675430
JAMES CLIPPARD
Managing DirectorCRD 4062557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 680 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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