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BEATRICE ADVISORS LP
CRD 332668File 801-131654
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$282.3M
Below cohort median (national)
Discretionary AUM
$52.4M
Non-discretionary $229.9M
Clients
20
225 accounts
Employees
11
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 19, 2024
- Principal office
- 52 VANDERBILT AVE, SUITE 1405, NEW YORK, NY, 10017
- Phone
- 212-688-1261
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $282.3M
- Discretionary AUM
- $52.4M
- Non-discretionary AUM
- $229.9M
- Discretionary accounts
- 47
- Non-discretionary accounts
- 178
- Total accounts
- 225
- AUM per client
- $14.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $32.1M |
| High net worth individuals | 16 | $249.7M |
| Individuals (other than high net worth individuals) | 3 | $608K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.