| As of Date | 04/02/2026 |
| Registration status | Registration Changed to BEYOND GLOBAL MANAGEMENT, LLC |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 97,355,030 |
| of that, discretionary | 97,355,030 |
| Number of Employees | 15 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 19,471,006 |
| SMA’s | No |
| Private Funds | 0 5 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser JVP MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund2.9b | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV2.9b | AUM5.0b | #Funds33 | |
| Adviser COASTAL INVESTMENT COMPANY, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM- | #Funds- | |
| Adviser ECP INVESTMENT ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund525.9m | Real Estate Fund168.0m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV693.8m | AUM167.7m | #Funds17 | |
| Adviser KINLOCH CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM301.1m | #Funds- | |
| Adviser SAFE HARBOR CAPITAL PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund401.0m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV401.0m | AUM343.8m | #Funds7 | |
| Adviser HUMPHREYS CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund210.1m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund42.4m | Total Private Fund GAV252.4m | AUM252.4m | #Funds5 | |
| Adviser ANCHOR HEALTH CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund166.0m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV166.0m | AUM166.0m | #Funds9 | |
| Adviser LYNX CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund154.5m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV154.5m | AUM154.5m | #Funds6 | |
| Adviser EAGLE GROUP FINANCE LOAN CORP. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM115.2m | #Funds- | |
| Adviser PINNACLE PARTNER MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund271.4m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV271.4m | AUM264.6m | #Funds13 |