The BEATRICE ADVISORS is a privately held investment adviser that advises $285.42mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BEATRICE ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 341.7% over the last 1-years.
The Group has been registered with the SEC for 1.61 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 52 VANDERBILT AVE SUITE 1405, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 6 investment and 5 non-investment staff. The total number of Employees increased by 83.33% over the last 1-years.
Their $285.42mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $249.66mn or 87.47% of Total Assets and Charitable Organizations own $32.05mn or 11.23% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BEATRICE ADVISORS names 1 sub-adviser TGL SPORTS FUND COINVEST SPV GP, LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.