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| Keyboard |
| Foliobeyond LLC
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|---|---|
| CRD # | 298234 |
| SEC # | 801-113952 |
| CIK # | |
| AUM | 206.6 M (2026-03-09) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 212-397-7539 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.8 |
| (b) Individuals (high net worth individuals) | 1 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 193.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.8 |
| (g) Pension and profit sharing plans | 1 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.7 |
| (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 | 40 | 206.6 |
| By Discretionary | ||
| Discretionary | 40 | 206.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 206.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.6 | |
| Total | 40 | 206.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Foliobeyond LLC
✚
|
206.6 M | |
|
Treesdale Partners LLC
✚
|
NY |
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|---|---|---|
|
WFA of San Diego LLC
✚
|
CA | 206.9 M |
|
Flying Point Financial Inc
✚
|
MA | 206.7 M |
|
Alapocas Investment Partners Inc
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|
MA | 206.6 M |
|
Stillwater Wealth Management Group LLC
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|
FL | 206.6 M |
|
Bauman Advisory Group LLC
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|
NV | 206.4 M |
|
Alexis Investment Partners LLC
✚
|
206.4 M | |
|
Cooksen Wealth LLC
✚
|
TX | 206.2 M |
|
HFH Planning Inc
✚
|
206.1 M | |
|
Parkview Asset Management Inc
✚
|
IL | 206.1 M |
|
Hardworking Capital Advisors LLC
✚
|
CA | 206.0 M |