Investment adviser · CRD 332668

BEATRICE ADVISORS LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 15, 2026

Regulatory AUM
$282M
Form ADV · Item 5.F
Client accounts
225
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals16$249,661,26088.4%
Charities1$32,050,20411.4%
Individuals3$608,0660.2%
Filing source

Form ADV 2113278 · Jun 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TGL SPORTS FUND COINVEST SPV, LPPrivate Equity Fund · Last reported Jun 15, 2026$3.1MGross asset value

Form D fundraising filings

TGL Sports Fund Coinvest SPV, LP

Fund administrator CITRIN COOPERMAN NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-8296727392
Reported beneficial owners
6
Minimum commitment
$100K
Form D file number
021-498499

Form ADV 2113278 · Jun 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

52 VANDERBILT AVE, SUITE 1405
NEW YORK, NY, 10017, United States

CRD 332668

Filing source

Form ADV 2113278 · Jun 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.