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| Keyboard |
| Beyond Investing LLC
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|
|---|---|
| CRD # | 304093 |
| SEC # | 801-116758 |
| CIK # | |
| AUM | 136.7 M (2026-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 727-277-1789 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 1 | 136.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 1 | 136.7 |
| By Discretionary | ||
| Discretionary | 1 | 136.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 136.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.7 | |
| Total | 1 | 136.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
PennantPark Private Income Fund Advisers LLC
✚
|
FL | 138.8 M |
|
SWP Investment Management LLC
✚
|
OH | 138.4 M |
|
Stock Farm Partners LLC
✚
|
CA | 137.7 M |
|
SQN Venture Partners LLC
✚
|
SC | 137.3 M |
|
Ridgeline Research LLC
✚
|
137.0 M | |
|
Old Barn Capital LLC
✚
|
136.6 M | |
|
Bright Portfolios LLC
✚
|
MO | 135.7 M |
|
Morningside Asset Management LLC
✚
|
DE | 135.6 M |
|
Dreamers Management LLC
✚
|
CA | 135.2 M |
|
Atlantic Union Municipal Advisors Inc
✚
|
VA | 134.3 M |