BEATRICE ADVISORS LP
BEATRICE ADVISORS LP is a Seed, Series A, Series B, Series C+, other and debt fund in the US investing in Fintech, impact-investing and private-credit.
- Stages
- Seed, Series A, Series B, Series C+, other, debt
- Sectors
- Fintech, impact-investing, private-credit
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 2024
- Assets under management
- $282M
Check size not disclosed
Thesis
Their investment strategy involves customized asset allocation, prioritizing scalable, liquid, low-fee, and tax-efficient exposure across stocks, bonds, and alternative investments, with a strong emphasis on impact investing and measurable outcomes. While specific fund sizes and stages are not detailed, Beatrice Advisors actively manages a 'TGL Sports Fund Coinvest SPV,' serves as a subadvisor to insurance companies, and is open to special situations and niche funds, particularly in private credit. Their geographic scope is primarily the United States. As of December 31, 2025, they managed $282,319,530 in AUM and $79,239,123 in assets under advisement. The typical check size per investment deal is not explicitly stated, but the average client account size is $1.3 million. The firm is categorized as a large advisory firm with AUM exceeding $100 million.
Common questions
Does BEATRICE ADVISORS LP invest at the Seed stage?
Yes. BEATRICE ADVISORS LP lists Seed, Series A, Series B, Series C+, other and debt among the stages it invests in.
Where does BEATRICE ADVISORS LP invest?
BEATRICE ADVISORS LP invests in the US.