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Beatrice Advisors LP

Beatrice Advisors LP. CRD 332668

Beatrice Advisors LP logo

CRD: 332668

Beatrice Advisors LP

NEW York, NY, 10017
2126881261
www.beatriceadvisors.com
$282.3M Total AUM
$52.4M Disc. AUM
-- 3Y CAGR
11 Employees
21 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Empower · Fidelity/NFS · Inspira Financial Trust · LLC · JP Morgan
Clients
Retail and Institutional
Platforms
Frontier matrix
Established Date
05-01-2024
Office Locations
2

Office Locations

52 Vanderbilt Avenue, #1405 NEW York NY
-- Cleveland OH

About Beatrice Advisors LP

Beatrice Advisors is an independent, woman- and minority-owned multi-family office founded by philanthropist Christina Lewis. The firm provides comprehensive wealth management for wealthy individuals and families, combining financial planning (estate, risk/insurance, education, philanthropy, business-owner strategies) with tailored asset allocation and portfolio management aligned to client goals and values. The investment team has expressed interest in niche private credit and special situations.

Team overview

-- AVG AGE
$47.1M AVG AUM / ADVISOR
$13.4M AVG AUM / CLIENT
1.5 yrs AVG TENURE
11 Employees
6 Advisory Reps
5 RIA Reps
2yrs Firm Age

Insights

Full visibility includes strategy notes for oak radial matrix.
Full visibility includes strategy notes for summit ridge.
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Asset Classes

Crest unison Pioneer horizon Peak capital Crest Quantum Alpha Foundation oak Crest vector

Client Personas

Zenith eagle Fusion

CRM

Wave beacon Glacier

Custodian

Fusion quantum Alpha Foundation Wave atlas Element Meridian matrix Wave North Unison Meridian north Value Ember Beacon

Investment Themes

Quantum North Pathway

Investment Vehicles

Crest pathway Horizon

Platform

Value

Services

Prime oak Wave capital Timber prime Element Pathway Timber Radial

Technology

Vector catalyst

Owner & Executives

C

Christina Savilla Nicolas Lewis

Founder, Owner

CRD
--
Ownership
75% or more
(934) 932-6196
zenith.wave@primecapital.com
in linkedin.com/in/delta-insight
M

MEREDITH BOWEN FENNEBRESQUE

Chief Compliance Officer, Chief Investment Officer

CRD
#7986593
Ownership
Less than 5%
(645) 671-1807
delta.fusion@vitalcapital.com
in linkedin.com/in/catalyst-optima
R

Radial timber

Pioneer harbor fusion

CRD
#42437
Ownership
49.6%
(493) 955-7676
radial.momentum@frontiercapital.com
in linkedin.com/in/fusion-insight

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Contacts

M

MERVIN A BURTON

--

CRD
#2372701
(797) 360-8934
capital.atlas@vertexcapital.com
in linkedin.com/in/pathway-glacier
G

Gregory Matthew Desroches

--

CRD
#7443740
(617) 787-1409
vertex.ridge@wavecapital.com
in linkedin.com/in/timber-optima
A

Atlas summit

Harbor vital

CRD
#23267
(972) 830-3163
north.catalyst@summitcapital.com
in linkedin.com/in/alpha-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-23-2024
12-05-2025
06-15-2026
Category Assets AVG. Account size
Discretionary $52,382,637 $1,114,524
Non-Discretionary $229,936,893 $1,291,780
Total $282,319,530 $1,254,753

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Separately Managed Accounts

Total SMA Asset: $282,319,530

$282.3M Total SMA
Equity - Exchange:
11.1%
Private Funds:
15.4%
U.S. Government/Agency:
10.0%
Cash:
15.1%
Public Funds:
11.5%
Other:
10.2%
Municipal Bonds:
16.0%
Other:
10.7%
Asset class Assets Assets %
Equity - Exchange $323,330,795 11.1%
Private Funds $448,585,068 15.4%
U.S. Government/Agency $291,289,005 10.0%
Cash $439,846,397 15.1%
Public Funds $334,982,356 11.5%
Other $297,114,785 10.2%
Municipal Bonds $466,062,408 16.0%
Other $311,679,235 10.7%
Total $2,912,890,049 100.0%

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