Beatrice in the News:
July 23, 2024
Abigail Rubel
Multi-family office Beatrice Advisors is evaluating opportunities in US lower mid-market private equity, as well as venture capital.
Beatrice Advisors was founded in June by Christina Lewis to serve clients who are historically unadvised or under-advised. Lewis is the daughter of Reginald Lewis, who built the first Black-owned billion-dollar company in TLC Beatrice International.
CIO Meredith Bowen most recently worked at $6.4bn MFO Seven Bridges Advisors alongside founder and CEO Laurence Cohen, managing client portfolios and becoming a partner in 2022. She also has a background in hedge funds, having headed the managed account platform at the Man Group.
Bowen told With Intelligence that privately owned US businesses were a key asset class for the firm’s high net worth clients.
“I believe that for large, sophisticated families, owning small, US-based profitable businesses is a sound long-term exposure to maintain in portfolios,” said CIO Meredith Bowen.
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Sep 18, 2024
Forbes
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors, which launched in June, is evaluating a range of private credit strategies on behalf of tax sensitive high- and ultra-high net worth investors.
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors is looking at opportunistic long/short hedge fund strategies, as it sees potential for alpha creation in the current market.
