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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Beyond Investing LLC
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| CRD # | 304093 |
| SEC # | 801-116758 |
| CIK # | |
| AUM | $106.9 M (2025-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 727-277-1789 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 106.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 106.9 |
| By Discretionary | ||
| Discretionary | 1 | 106.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 106.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.9 | |
| Total | 1 | 106.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PSP Research LLC
✚
|
0.1 | |
|
Range Rock Capital LLC
✚
|
MA | 0.1 |
|
Baypointe Partners LLC
✚
|
CT | 0.1 |
|
Lincoln Energy Holdings LLC
✚
|
CO | 0.1 |
|
Solaria Management LP
✚
|
NJ | 0.1 |
|
Joseph Advisory Services LLC
✚
|
TX | 0.1 |
|
Acadia Infrastructure Capital LP
✚
|
NY | 0.1 |
|
Eastward Capital Partners LLC
✚
|
MA | 0.1 |
|
Bretton Capital Management LLC
✚
|
CA | 0.1 |
|
ETNA Capital Management Company Limited
✚
|
0.1 |