Owner · Beatrice Advisors LP
Christina S. Lewis
CRD 7984682 · Named on Form ADV at one SEC-registered adviser
At a glance
Beatrice Advisors LP, an SEC-registered wealth manager based in New York, NY with $282 million in regulatory assets, lists Christina S. Lewis on its Form ADV as Owner, a control person.
Firms and roles
- Beatrice Advisors LPOwnerWealth manager · New York, NY · $282M in regulatory assets
AtlasMembers
Christina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Meredith B. FennebresqueChief Investment Officer and Chief Compliance Officer, Beatrice Advisors LP
- Michael T. HymesExecutive Vice President and Managing Director, Beatrice Advisors LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.