Beatrice Advisors LP

RIASEC Registered

Total AUM

$282M

Discretionary

$52.4M

19% of AUM

Avg account

$1.3M

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 332668
Registered since: December 19, 2024
Website: beatriceadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.43%
Charitable Organizations11.35%
Individuals0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beatrice Advisors LP is an independent RIA organized as a limited partnership that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary and non‑discretionary portfolio management across individuals, small businesses, pooled vehicles and institutions, and it formally performs selection of other advisers. Beatrice Advisors is SEC‑registered in 2024. Its pricing combines AUM‑based fees and fixed fees. The firm does not self‑identify as an active ESG investor.