|
⚲
|
| Trust Beyond Corp
✚
|
|
|---|---|
| CRD # | 312721 |
| SEC # | 801-132752 |
| CIK # | 0001130713 |
| AUM | $114.9 M (2025-04-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-472-0187 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.8 |
| (b) Individuals (high net worth individuals) | 17 | 112.1 |
| (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 | 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 | 36 | 114.9 |
| By Discretionary | ||
| Discretionary | 30 | 66.6 |
| Non-Discretionary | 6 | 48.3 |
| Total | 36 | 114.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 111.9 | |
| United States Persons | 3.0 | |
| Total | 36 | 114.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001130713] | |
| 10-Q | [0001130713] | |
| 3 | [0001130713] | |
| 4 | [0001130713] | |
| 5 | [0001130713] | |
| 8-K | [0001130713] | |
| D | [0001130713] | |
| SC 13D | [0001130713] | |
| SC 13G | [0001130713] |
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|---|---|---|
|
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SC | 0.1 |
|
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|
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