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| Happy Holidays!! thanks for using AUM13F!! |
| Beekman Investment Advisors LLC
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| CRD # | 163519 |
| SEC # | 801-81180 |
| CIK # | |
| AUM | $1.1 B (2025-03-31) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 646-502-3300 |
| Address | 530 Fifth Avenue New York, NY 10036 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Beekman Investment Partners V-A LP | [2025-03-31] | 200.5 | 200.0 |
| PE | Beekman Investment Partners V-B LP | [2025-03-31] | 200.5 | 4.0 |
| PE | TBG Food Investors LP | 2023-03-31 | 55.0 | |
| Other | Beekman Investment Partners AIV III - BAF LP | 2019-03-29 | 2.2 | |
| Other | Beekman Investment Partners AIV III - New Vision Property LP | 2019-03-29 | 3.2 | |
| PE | Beekman Investment Partners IV-A LP | [2019-03-29] | 425.0 | 354.0 |
| PE | Beekman Investment Partners IV-B LP | [2019-03-29] | 425.0 | 212.8 |
| Other | Beekman Investment Partners AIV III - Elite ISI LP | 2018-03-30 | 37.7 | |
| Other | Beekman Investment Partners AIV III - New Vision LP | 2018-03-30 | 0.0 | |
| Other | Beekman Investment Partners AIV III - OWM LP | 2017-03-31 | 4.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1,136.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 1,136.3 |
| By Discretionary | ||
| Discretionary | 10 | 1,136.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1,136.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,136.3 | |
| Total | 10 | 1,136.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Andrew Brown | 80 | ||
| John Troiano | 8 | ||
| Andrew Marolda | 6 | ||
| Beekman Investment Group IV LLC | 2 | ||
| Beekman Investment Group III LLC | 1 | ||
| Beekman Investment Group V LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ascend Capital Partners Manager LP
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|
NY | 1.2 |
|
WM Partners LP
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|
FL | 1.2 |
|
AIP Management LP
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|
TX | 1.2 |
|
MVP Manager LLC
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|
NY | 1.1 |
|
ZBS Partners LLC
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|
NY | 1.1 |
|
Miravast Asset Management LLC
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|
PA | 1.1 |
|
Old Ironsides Energy LLC
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|
MA | 1.1 |
|
Merit Capital Partners IV LLC
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|
IL | 1.1 |
|
HG Capital Management LLC
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|
TN | 1.1 |
|
Aldrich Capital Partners LLC
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|
VA | 1.1 |