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| Beatrice Advisors LP
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|---|---|
| CRD # | 332668 |
| SEC # | 801-131654 |
| CIK # | |
| AUM | 282.3 M (2026-06-15) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 212-688-1261 |
| Address | 52 Vanderbilt Ave New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | TGL Sports Fund Coinvest SPV LP | [2025-08-22] | 1.9 M | 3.1 M |
| Offered $1,868,000 · Filed 2023-11-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $18,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.6 |
| (b) Individuals (high net worth individuals) | 16 | 249.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 32.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 282.3 |
| By Discretionary | ||
| Discretionary | 47 | 52.4 |
| Non-Discretionary | 178 | 229.9 |
| Total | 225 | 282.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.3 | |
| Total | 225 | 282.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Delroy Wright | Executive Officer | 10 | 2 | |
| Christina Lewis | Executive Officer | 2 | 2 | |
| Tgl Sports Fund Coinvest GP LLC | Executive Officer | 1 | 1 | |
| Beatrice Asset Management LP | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 305.5 M |
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Cypress Wealth Management LLC
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|
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Kubhera Enterprises LLC
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Chapel Bridge Wealth Advisors LLC
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|
Athos Private Wealth LLC
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UT | 268.5 M |
|
AG Dillon Asset Management LP
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NY | 262.0 M |
|
Tritonpoint Capital LLC
✚
|
MD | 250.2 M |