BEYOND INVESTING LLC
  • BEYOND INVESTING LLC
  • BEYOND FUND ADVISORS
  • BEYOND FUND ADVISORS LLC

Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 06/21/2019
Contact Info 727 xxxxxxx
Websites
AUM* 136,659,676 48%
of that, discretionary 136,659,676 48%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 136,659,676 48%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

137M 117M 98M 78M 59M 39M 20M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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