Beatrice in the News:

Beatrice Advisors open to special sits, niche funds

July 28, 2025

Abigail Rubel

Beatrice Advisors is looking at niche private credit funds, with a particular interest in special situations.

Read More (Must have With Intelligence subscription.)

Beatrice news

Feb 13, 2025

Beatrice Advisors Welcomes Lauren Rich Fine, CFA as Partner, Investments and Business Development

Beatrice Advisors ("Beatrice”) an independent, woman- and minority-owned multi-family office, today announced the appointment of Lauren Rich Fine, CFA as Partner, Investments and Business Development. This strategic addition reinforces Beatrice's dedication to providing customized financial solutions and expanding its suite of high-quality services.

Jan 16, 2025

Modus

Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators

Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.

Jan 16, 2025

Beatrice Advisors Bolsters Investment Team with Appointment of Two Senior Partners

Beatrice Advisors ("Beatrice"), an independent, woman- and minority-owned multi-family office, today announced the appointment of two senior partners, Peter Lupoff and Mervin (“Merv”) Burton, as it expands its investment team and portfolio of high-quality services.

more news
By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.