Trust Beyond Corp

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Assets, Funds, Holdings

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Trust Beyond Corp
CRD #312721
SEC #801-132752
CIK #0001130713
AUM $114.9 M (2025-04-09)
Employees 1 (100% Investors, 0% Brokers)
Phone786-472-0187
Address
Source [IAPD] [EDGAR]
Total AUM ($M)
1209672482402011201620212026
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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Vanguard Group Inc Beyond Inc [2025-07-29]
Amplify ETF Trust Beyond Inc [2025-02-14]
Morgan Stanley Beyond Inc [2025-02-03]
Beyond Inc Kirkland's Inc [2024-10-28]
JAT Capital Mgmt LP Beyond Inc [2023-12-08]
JAT Capital Mgmt LP Overstockcom Inc [2023-10-16]
JAT Capital Mgmt LP Overstockcom Inc [2023-09-08]
Simcoe Capital Management LLC Overstockcom Inc [2022-05-31]
William Blair Investment Management LLC Overstockcom Inc [2022-02-10]
Invesco Ltd Overstockcom Inc [2021-05-10]
View All
Form 3/4/5 Subject 2011 - 2025
Beyond Inc
Lee Adrianne
Perelman Debra Golding
Tabacco Joseph J Jr
Burkey Joanna Catherine
Shapiro Robert Jacob
Corbus Barclay F
Nettles William Benjamin JR
Lemonis Marcus
Putnam Leah R
View All
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Allen Financial Management LLC
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Banta Asset Management LP
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Light Capital LLC
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KOON Financial Planning & Consulting LLC
IN 0.1
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