Beatrice Advisors Lp
- Regulatory AUM
- $282M
- Discretionary
- $52.4M
- Clients
- 20
- Avg AUM / client
- $14.1M
- Accounts
- 225
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $608K | 0.22% |
| High net worth individuals | 16 | $250M | 88.4% |
| Charitable organizations | 1 | $32.1M | 11.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lewis, Christina, Savilla Nicolas | Owner | May 2024 (2y) | 75% or more | |
| Meredith Bowen Fennebresque | Chief Investment Officer And Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Michael Thomas Hymes | Registered representative | CFP | Jan 2025 (2y) | |
| Mervin A Burton | Registered representative | CFA | Jan 2025 (2y) | |
| Lauren Rich Fine | Registered representative | CFA | Mar 2025 (1y) | |
| Gregory Matthew Desroches | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beatrice Advisors Gp, Llc | Owner | May 2024 | A | Less than 5% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.19 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $68.3M (24% of AUM) Jun 2026
- J.P. Morgan $30.9M (11% of AUM) Jun 2026
- Charles Schwab & Co. $29.0M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗