|
⚲
|
| Beyond Investing LLC
✚
| |
|---|---|
| CRD # | 304093 |
| SEC # | 801-116758 |
| CIK # | |
| AUM | $92.5 MM (2024-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 727-277-1789 |
| Address | 11600 New Haven Drive Spring Hill, FL 34609 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 92.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 92.5 |
| By Discretionary | ||
| Discretionary | 1 | 92.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 92.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.5 | |
| Total | 1 | 92.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Canal Road Capital LLC
✚
|
FL | 0.1 |
|
CIM Capital Sa Management LLC
✚
|
CA | 0.1 |
|
Focus 401 K Group LLC
✚
|
TX | 0.1 |
|
The Moneypaper Advisor Inc
✚
|
NY | 0.1 |
|
Solaria Management LP
✚
|
NJ | 0.1 |
|
Vizcaya Capital Partners LLC
✚
|
FL | 0.1 |
|
Jacob Asset Management of New York LLC
✚
|
CA | 0.1 |
|
Firsthand Capital Management Inc
✚
|
CA | 0.1 |
|
Spring Growth Partners LLC
✚
|
DC | 0.1 |
|
TimberLink LLC
✚
|
GA | 0.1 |