Beatrice Advisors LP
Beatrice Advisors LP is an SEC-registered wealth manager in New York, NY with $282.3M assets under management (AUM, regulatory AUM), +337% over one year. See who owns Beatrice Advisors LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332668, SEC 801-131654, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $282.3M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 11
- Clients
- 20
- CRD
- 332668
- Ownership
- BEATRICE ADVISORS GP, LLC; Lewis, Christina, Savilla Nicolas; Fennebresque, Meredith, Bowen; HYMES, MICHAEL, THOMAS
How much AUM does Beatrice Advisors LP have?
Beatrice Advisors LP reported $282.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Beatrice Advisors LP?
Disclosed owners and executives of Beatrice Advisors LP include BEATRICE ADVISORS GP, LLC, Lewis, Christina, Savilla Nicolas, Fennebresque, Meredith, Bowen, HYMES, MICHAEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.