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BEEKMAN INVESTMENT ADVISORS, LLC

C35
CRD 163519·SEC 801-81180·NEW YORK, NY
AUM
$1.06B
$1B+
Est. Revenue
$10.6M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEEKMAN INVESTMENT ADVISORS, LLC
CRD
163519
SEC file #
801-81180
EIN
—
DBA names
Beekman Investment Advisors

Economics

AUM
$1.06B
AUM band
$1B+
AUM trajectory
'20'26
$857.6M → $1.06B▲ +24%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
10 advisors → 8 advisors▼ -20%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TROIANO, JOHN GABRIELE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TROIANO, JOHN GABRIELE
CLIPPARD, JAMES, HENRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James12
E*trade4
Lpl Financial1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
CLIPPARD, JAMES, HENRY
Executive Officer · 2.5%
4062557
JONATHAN STEPHEN KELEMEN
Executive Officer · 2.5%
5675430
Aiello, Vincent
Executive Officer · 2.5%
7894255