Overview
Assets Under Management: $282 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 16
Average Client Assets: $15.6 million
Frequently Asked Questions
BEATRICE ADVISORS LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332668), BEATRICE ADVISORS LP is subject to fiduciary duty under federal law.
BEATRICE ADVISORS LP is headquartered in NEW YORK, NY.
BEATRICE ADVISORS LP serves 16 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, BEATRICE ADVISORS LP offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BEATRICE ADVISORS LP manages $282 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, BEATRICE ADVISORS LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.43%
Average Client Assets: $15.6 million
Total Client Accounts: 225
Discretionary Accounts: 47
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 332668
Filing ID: 2066895
Last Filing Date: 2026-03-23 16:36:36