Beekman Investment Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 9
- Avg AUM / client
- $118M
- Accounts
- 9
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $1.1B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $840M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beekman Investment Partners Iv A, Lp | Private Equity Fund | Delaware | $268M | 50 |
| Beekman Investment Partners Iii, Lp | Private Equity Fund | Delaware | $234M | 73 |
| Beekman Investment Partners Iv B, Lp | Private Equity Fund | Delaware | $161M | 15 |
| Beekman Investment Partners Aiv Iii Baf, Lp master | Other Private Fund | Delaware | $67.0M | 73 |
| Tbg Food Investors, Lp | Private Equity Fund | Delaware | $34.6M | 1 |
| Beekman Investment Partners Ii, Lp | Private Equity Fund | Delaware | $34.6M | 58 |
| Beekman Investment Partners Aiv Iii Elite Isi, Lp master | Other Private Fund | Delaware | $32.0M | 73 |
| Beekman Investment Partners Aiv Iii Owm, L.P. master | Other Private Fund | Delaware | $9.4M | 73 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Andy, Martin | Managing Director | Mar 2011 (15y) | Less than 5% | |
| Aiello, Vincent | Chief Financial Officer And Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Troiano, John Gabriele | Ceo And Managing Partner | Feb 2005 | A | 75% or more |
| Marolda, Andrew Vincent | Managing Director | Feb 2005 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $840M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beekman Investment Partners Iv A, Lp | Private Equity Fund | $268M | $5.0M | 50 |
| Beekman Investment Partners Iii, Lp | Private Equity Fund | $234M | $5.0M | 73 |
| Beekman Investment Partners Iv B, Lp | Private Equity Fund | $161M | $5.0M | 15 |
| Beekman Investment Partners Aiv Iii Baf, Lp | Other Private Fund | $67.0M | $0 | 73 |
| Tbg Food Investors, Lp | Private Equity Fund | $34.6M | $5.0M | 1 |
| Beekman Investment Partners Ii, Lp | Private Equity Fund | $34.6M | $1.0M | 58 |
| Beekman Investment Partners Aiv Iii Elite Isi, Lp | Other Private Fund | $32.0M | $0 | 73 |
| Beekman Investment Partners Aiv Iii Owm, L.P. | Other Private Fund | $9.4M | $0 | 73 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 3.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗