BEYOND INVESTMENTS
BEYOND INVESTMENTS INTL LLC Legal Name
Adviser information for BEYOND INVESTMENTS last updated from Form ADV on October 5th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 13 | $198.8M |
| Total | 13 | $198.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $198.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121395 |
|---|---|
| SEC ERA File Number | 801-121395 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314807 |
| Legal Entity Identifier | None |
Principal Office
1440 BRICKELL BAY DR.#601
MIAMI
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 408 464-3876, Fax: None
Chief Compliance Officer
LUISA ANGULO
MANAGER
1440 BRICKELL BAY DRIVE
601
MIAMI
FL
United States
Tel:
408 464-3876
L******@************M
(Full email address available in API data)
Industry Affiliates
| BEYOND CONSULTING | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANGULO GARTNER, LUISA | Individual | – | MANAGER / CCO | 04/2021 | < 5% |
| BEYOND CONSULTING LTD | Domestic Entity | – | SOLE MEMBER | 04/2021 | > 75% |
| GIL, MARIA DEL PILAR | Individual | BEYOND CONSULTING LTD | MANAGING MEMBER | 07/2018 | > 75% |