Beekman Investment Advisors

Fee-Only (% of Portfolio)

Beekman Investment Advisors manages investments for its private equity funds, focusing on lower middle-market companies in the healthcare, consumer, and business and industrial services sectors. Beekman identifies, reviews, and selects investment opportunities to meet the funds' objectives. The firm also provides administrative and management services to the funds. Investment decisions are not tailored to individual investors in the funds.

Assets Under Management$1.1B
Clients10
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Beekman Investment Advisors | TrueAdvisor