Entrar Registro gratuito

Beekman Northwest Partners (Santa Fe)


Beekman Northwest Partners is an adviser based in Santa Fe. It manages $3.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Mexico.

Beekman Northwest Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beekman Northwest Partners: assets under management

The assets under management (AUM) of Beekman Northwest Partners is $3.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.09 million each.
Beekman Northwest Partners has custody of $3.09 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Beekman Northwest Partners for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Fe

The principal office where Beekman Northwest Partners performs its advisory services is located at 9 Placita Anita Las Dos, Santa Fe, NM 87506 The mailing address of the firm is P.O. Box 373, Bronx, NY 10470. An additional office of the firm is in Yonkers, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505 984-2944 or by fax 505 982-8039. The normal business hours are 6:30 a.m - 4:00 p.m on Monday - Friday.


Registered investment advisers similar to Beekman Northwest Partners