Trust Beyond Corp

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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
Thomas Alexander William
Kirkland's Inc
Nielsen David J.
Robinson Carlisha Brown
Irizarry Fredy Joel
Nickle Eric Glen
Holt Chandra R
Bollom Debra Sue
Weight Joel
Johnson Jonathan E III
Messing Barbara
Hsu Chia-Fen Angela
Lee Carter Paul
Abraham Allison H
Dalton Krista
Robinson Tushon
Willden Matthew Philip
Tuohig Meghan
Baker Mark Alan
Hilton Ronald
Solomon Elizabeth W
Strong Anthony Daryl
Knab John Paul
Hughes Robert P
Auwerda Nathan Forrest
Aryafar Kamelia
High Plains Investments LLC
Byrne Patrick Michael
Iverson Gregory James
Noursalehi Sam
Moore Seth
Kalyanam Kirthi
Goyal Sumit
Borda Catherine
Donnelly Christopher James
Kelly Craig Roger
Byrne Patrick
Jwala Vidya Ranya
Popelka Brian L.
Goyal Amit
Raghavan Vikram
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Mitchell Samuel Appleton
Malaszenko Natalie
Simon Stormy
Wilkins Alec Steven
Edwards Mitch
Marks Seth
Griffin Mark J
Shah Bhargav J
Tryon Stephen P
Chou Francis S M
Peterson Samuel J.
Chesnut Stephen J.
Dilworth Timothy D.
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