# Beekman Investment Advisors

> Beekman Investment Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 163519
- Filed as: BEEKMAN INVESTMENT ADVISORS
- Legal name: Beekman Investment Advisors, LLC
- Also doing business as: BEEKMAN INVESTMENT GROUP II, LLC, BEEKMAN INVESTMENT GROUP III, LLC, BEEKMAN INVESTMENT GROUP IV, LLC, BEEKMAN INVESTMENT GROUP V, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163519
- AdvisorCensus page: https://advisorcensus.com/firm/beekman-investment-advisors-new-york-ny-163519

## Quick answers

**How is Beekman Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Beekman Investment Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Beekman Investment Advisors located?**
Beekman Investment Advisors' principal office is in New York, NY, according to its Form ADV.

**Is Beekman Investment Advisors registered with the SEC or a state?**
Beekman Investment Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 163519.

**How much does Beekman Investment Advisors manage?**
Beekman Investment Advisors reports $1,060,544,602 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Beekman Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for Beekman Investment Advisors: Regulatory assets under management: $854,950,736 in the October 2021 data and $1,060,544,602 in the October 2026 data, up 24%. Total employees: 16 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beekman Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Beekman Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163519

**Does Beekman Investment Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Each investor will be required to invest not less than $5 million. Lesser amounts may be accepted at the sole discretion of the General Partner."

**What changed in Beekman Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 8. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Each investor will be required to invest not less than $5 million. Lesser amounts may be accepted at the sole discretion of the General Partner.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,060,544,602
- Discretionary: $1,060,544,602
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,060,544,602 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lpweb-us.sannegroup.com/EPRIVATEEQUITY-BEEKMAN/UTILITY/EWEBLPLOGIN.ASPX
- thebeekmangroup.com
- LinkedIn @thebeekmangroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $854,950,736 | 16 | March 31, 2021 |
| October 2022 | $1,100,019,500 | 18 | March 31, 2022 |
| October 2023 | $1,186,596,084 | 21 | March 31, 2023 |
| October 2024 | $1,024,626,071 | 19 | March 28, 2024 |
| October 2025 | $1,136,334,811 | 17 | March 31, 2025 |
| October 2026 | $1,060,544,602 | 12 | May 15, 2026 |

Regulatory assets under management: $854,950,736 in the October 2021 data and $1,060,544,602 in the October 2026 data, up 24%.
Total employees: 16 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 8.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beekman Investment Advisors (CRD 163519): Form ADV filing data as of October 2026.