# Beatrice Advisors

Beatrice Advisors is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 52 Vanderbilt Avenue #1405, New York, NY 10017, United States
- **Founded:** 2022
- **Assets under management:** 65 (Altss estimate)
- **Website:** beatriceadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/beatrice-advisors

## Regulatory record

- **CRD number:** 332668
- **SEC file number:** 801-131654
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332668

## About

Christina Lewis started Beatrice Advisors in 2022. She is the daughter of Reginald F. Lewis, who built the first African-American-owned company to reach $1 billion in revenue. Lewis previously founded the nonprofit Giving Gap and serves as vice chair of the Reginald F. Lewis Foundation. The firm operates as an independent multi-family office that also maintains her single-family office, BFO21. Beatrice constructs portfolios through fund-of-funds commitments and direct allocations to niche private-credit strategies, with stated interest in special situations. The firm maintains exposure across public equities, hedge funds, and private markets. Geographic reach centers on North America with additional academic and philanthropic ties in Europe through team members' prior roles at Man Group and Third Avenue Funds. Confirmed relationships include former colleagues from Carnegie Corporation, Millennium Management, and IBM Retirement Funds. The firm employs more than ten professionals across investment, advisory, and operations roles. Meredith Bowen serves as President and CIO. Additional offices are not disclosed. Beatrice maintains board and advisory affiliations with the Cleveland Museum of Art, University Hospitals, and Columbia Business School. In February 2025 the firm appointed Lauren Rich Fine as Partner, Investments and Business Development. Beatrice differs from typical multi-family offices through its explicit linkage to a single-family office vehicle and its academic network of impact-investing instructors at Yale, Fordham, and UC Haas. The structure allows client families to access the same investment committee and sourcing channels used for the Lewis family capital.

## Sectors

- Private Credit
- Fund of Funds

## People

- Christina Lewis — Founder
- Meredith Bowen — President & Chief Investment Officer
- Michael Hymes — Managing Director & Head of Client Advisory
- Mervin Burton — Partner, Research
- Peter Lupoff — Partner, Investments, Partnerships
- Lauren Rich Fine — Partner, Investments & Business Development

## Questions

### Who runs investment decisions at Beatrice Advisors?

Meredith Bowen serves as President and Chief Investment Officer. She is supported by an investment committee that includes Peter Lupoff, Mervin Burton, and Lauren Rich Fine.

### Does Beatrice Advisors participate in fund commitments or only direct deals?

The firm executes through fund-of-funds commitments and niche private-credit vehicles. It has expressed interest in special situations funds.

### What investment stages does Beatrice Advisors typically target?

The firm focuses on established private-credit and hedge-fund strategies rather than early-stage venture. It evaluates niche funds and special situations.

### Which sectors does Beatrice Advisors explicitly avoid?

No explicit exclusions are published. The firm emphasizes alignment with client values and impact objectives through its academic and philanthropic network.

### How does Beatrice Advisors source proprietary deal flow?

Sourcing occurs through the investment committee's prior relationships at Millennium, Third Avenue, Carnegie Corporation, and academic programs at Yale, Fordham, and UC Haas.

## Related profiles

- [Meet Perry](https://altss.com/profile/meet-perry)
- [Rancilio Cube](https://altss.com/profile/rancilio-cube-rancilio-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/beatrice-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology