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| Beyond Global Management LLC
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| |
|---|---|
| CRD # | 316510 |
| SEC # | 801-126638 |
| CIK # | |
| AUM | $226.5 MM (2024-07-08) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 949-336-5630 |
| Address | 825 Town Country Lane Houston, TX 77024 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Beyond Loan 3 LLC | [2024-03-30] | 3.2 | 7.3 |
| RE | Beyond Loan 1 LLC | [2023-09-06] | 0.9 | 7.2 |
| RE | Beyond Loan 2 LLC | [2023-09-06] | 4.0 | 13.1 |
| SA | Beyond Westminster 1 LLC | [2023-03-31] | 6.6 | 29.8 |
| SA | Beyond Experiential Debt Fund | [2022-08-26] | 0.5 | 5.5 |
| RE | Beyond Experiential Industry Fund | [2022-08-26] | 2.2 | 7.2 |
| RE | Beyond 12 LLC | [2022-03-28] | 5.9 | 2.6 |
| RE | Beyond Julian LLC | [2022-03-28] | 3.3 | 7.0 |
| RE | Beyond Medical Retail Fund LLC | [2022-03-28] | 21.1 | 25.8 |
| RE | Trident DC1 LLC | [2022-03-28] | 0.0 | 9.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 226.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 226.5 |
| By Discretionary | ||
| Discretionary | 14 | 226.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 226.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.5 | |
| Total | 14 | 226.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Huimin Zhan | 19 | ||
| Transcend Capital Management LLC | 4 | ||
| Transcend Capital Management | 3 | ||
| Zhan Huimin | 2 | ||
| Beyond Global Management | 1 | ||
| Trident Investment US LLC | 1 | ||
| Beyond Global Management LLC | 1 | ||
| Management LLC Transcend Capital | 1 |
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|---|---|---|
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Humphreys Capital LLC
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OK | 0.2 |
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Tricon Capital GP Inc
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0.2 | |
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Revitate Fund Advisor LLC
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