BEATRICE ADVISORS LP

CRD 332668 · SEC 801-131654

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52 VANDERBILT AVE, SUITE 1405, NEW YORK, NY, 10017, United States

Phone

212-688-1261

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$282.3M

Discretionary AUM

$52.4M

Team

11 total employees; 6 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Partnership

Filing date

2026-06-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	3	$608K
High net worth individuals	16	$249.7M
Charitable organizations	1	$32.1M

States served

All web addresses on file

https://www.linkedin.com/company/beatrice-advisors/
https://www.beatriceadvisors.com/

Official SEC filing: View on IAPD