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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 19 -9.52%
of those in investment advisory functions 12 -25.00%
Registration SEC, Approved, 3/23/2015
Other registrations (1)
AUM* 1,024,626,071 -13.65%
of that, discretionary 1,024,626,071 -13.65%
Private Fund GAV* 839,830,120 -8.99%
Avg Account Size 102,462,607 -13.65%
SMA’s No
Private Funds 8 2
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 848M 678M 509M 339M 170M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$731,444,180
Fund TypeOther Private Fund Count3 GAV$108,385,940

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Brochure Summary

Overview

Firm Description Formed July 1, 2004, Beekman Investment Advisors, LLC (“Beekman” or “Firm”) is a private equity firm dedicated to bringing financial and operational resources to lower middle-market companies. Currently, Beekman advises four private equity funds: Beekman Investment Partners II, LP (“BIP II”), Beekman Investment Partners III, LP (“BIP III) and affiliated Alternative Investment Vehicles, Beekman Investment Partners IV, LP (“BIP IV”), and TBG Food Investors, LP (“Food Investors”), collectively (the “Funds”). The Funds are the only clients of Beekman. All information regarding the Funds can be found each Funds respective Private Placement Memorandum (“PPM”). Beekman makes all investment decisions on behalf of the Funds. Beekman’s primary responsibilities are to identify, review, and select investment opportunities that can achieve the investment objectives of the Funds. In addition, Beekman monitors all its investments to determine whether to reduce, eliminate or increase investment allocation after the initial investment is made. Beekman and its affiliates, Beekman Investment Group II, LLC (the general partner of BIP II), Beekman Investment Group III, LLC (the general partner of BIP III and affiliated Alternative Investment Vehicles) and Beekman Investment Group IV, LLC (the general partner of BIP IV and Food Investors) also provide certain administrative and management services to the Funds. Principal Owners The principal owner and co-founder of Beekman is John G. Troiano. Other key members of Beekman include co-founder and Managing Director Andrew
V. Marolda and Managing Director Andrew Brown. Collectively these individuals form the Investment Committee for the Funds managed by Beekman. In addition to Messrs. Troiano, Marolda and Brown, James Clippard, Managing Director, joined the team in August 2016 with over 15 years of private equity investing experience. Types of Advisory Services Beekman is a private equity manager targeting in the following industry sectors: Healthcare, Consumer, and Business Services through its private funds. We seek to create value through accelerating growth in partnership with lower middle-market management teams. Tailored Relationships Beekman manages each Fund in accordance with the objectives outlined in the respective PPM. The investment advisory services are not tailored to needs of each limited partner. The General Partner and/or Beekman may enter into other agreements with the limited partners which have the effect of establishing additional rights or altering or supplementing the terms of the PPM (referred to as “side letters”). It is Beekman’s policy to treat each limited partner fairly, therefore the terms of these side letters are negotiable given each limited partner’s circumstance and the nature of the investment. In the sole discretion of the General Partner, limited partners with commitments of $25 million or more may be offered the opportunity to co-invest in one or more underlying Portfolio Investments of the Funds managed by Beekman. Client Assets As of December 31, 2023, we have approximately $1 billion in discretionary assets under management.