Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- $282M
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Beatrice Advisors is a New York-based multi-family office and registered investment advisor. Established in 2022, the firm was founded by philanthropist Christina Lewis to deliver institutional grade wealth management to a diverse and next generation client base that has historically been under-advised by traditional private banks. Woman- and minority-owned, the firm was built on the operating and investment management expertise of its senior team.
Unlock mandates & allocation signals
See Beatrice Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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