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Building 2BEATRICE ADVISORS LP

Map pinNEW YORK, NY
Phone212-688-1261
NotebookSEC #801-131654
Total AUM
$282.3M
Employees
11
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
52 VANDERBILT AVE
SUITE 1405
NEW YORK
NY 10017
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-688-1261
Other Offices
1

ReceiptFinancials

Total AUM
$282.3M
Accounts
225
Discretionary
$52.4M
Accounts
47
Non-Discretionary
$229.9M
Accounts
178

ContactClients

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Individual Clients
3
AUM
$608.1K
HNW Individual Clients
16
AUM
$249.7M
Charitable Organization Clients
1
AUM
$32.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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