LP Profile

Beatrice Advisors

Also known as Beatrice

Multi Family Office (MFO)New York, United StatesFounded 2024
New York
Headquarters
Investment Focus

About Beatrice Advisors

Beatrice Advisors is a multi-family office based in New York, New York. Established in 2024, it is an independent, woman-and minority-owned multi-family office and investment firm, that provides financial services to historically unadvised and under-advised individuals and families, designed around a vision to expand the demographics of wealth. The assets of the firm are managed by the executive management team.

Preferred Investment Types

BuyoutPrivate EquityFund of FundsGrowth/ExpansionHedge FundInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - General

Preferred Geographies

AmericasAsiaCanadaEuropeUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Beatrice Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$282.3M
Total Clients
225
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Beatrice Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Beatrice Advisors?

Beatrice Advisors is a multi family office (mfo) based in New York, United States.

Where is Beatrice Advisors headquartered?

Beatrice Advisors is headquartered in New York, United States.

When was Beatrice Advisors founded?

Beatrice Advisors was founded in 2024.

What does Beatrice Advisors invest in?

Beatrice Advisors focuses on Buyout, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General.

How can I contact Beatrice Advisors?

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