Beatrice Advisors LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 23, 2026, reports $282M in regulatory assets under management, 11 employees, 1 office, and 225 accounts.
Assets Under Management
$282M
Employees
11
Offices
1 office
Total Clients
20
Primary office
NEW YORK, NY
52 VANDERBILT AVE, SUITE 1405, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
16
2
Individuals
15.0%
3
3
Charitable
5.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of March 23, 2026
Discretionary18.6%
$52M
19% of total RAUM18.6%
Non-discretionary81.4%
$230M
81% of total RAUM81.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$282M
Total Accounts225
10Y AUM Change+$218M (+336.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee2:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.