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Chief Investment Officer and Chief Compliance Officer · Beatrice Advisors LP

Meredith B. Fennebresque

CRD 7986593 · 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 Meredith B. Fennebresque on its Form ADV as Chief Investment Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Beatrice Advisors LPChief Investment Officer and Chief Compliance OfficerWealth manager · New York, NY · $282M in regulatory assets

AtlasMembers

Meredith’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Meredith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.