BEYOND GLOBAL MANAGEMENT, LLC
Adviser information for BEYOND GLOBAL MANAGEMENT, LLC last updated from Form ADV on March 30th, 2024. 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 | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 14 | $226.5M |
| Non-Discretionary | 0 | $0 |
| Total | 14 | $226.5M |
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 | 14 | $226.5M |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126638 |
|---|---|
| SEC ERA File Number | 801-126638 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316510 |
| Legal Entity Identifier | None |
Principal Office
825 TOWN & COUNTRY LANESUITE 1200
HOUSTON
TX
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 949-336-5630, Fax: None
Websites
Chief Compliance Officer
JOHN LUKAN
825 TOWN & COUNTRY LANE
SUITE 1200
HOUSTON
TX
United States
Tel:
484-802-8704
J*****@*****************M
(Full email address available in API data)
Industry Affiliates
| BEYOND INTERNATIONAL MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BEYOND WEALTH INSURANCE SERVICES, LLC | Insurance company or agency |
| TRIDENT INVESTMENT US LLC | Sponsor, GP, manager of pooled investment vehicles |
| URBANITE TRANSCEND, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BEYOND 12, LLC | Real Estate Fund | $2.6M | $0.2M | 6 |
| BEYOND EXPERIENTIAL DEBT FUND | Securitized Asset Fund | $5.5M | $0.1M | 29 |
| BEYOND EXPERIENTIAL INDUSTRY FUND | Real Estate Fund | $7.2M | $0.2M | 9 |
| BEYOND JULIAN, LLC | Real Estate Fund | $7.0M | $0.2M | 10 |
| BEYOND LIQUIDITY, LLC | Securitized Asset Fund | $56.4M | $0.1M | 157 |
| BEYOND LOAN 1 LLC | Real Estate Fund | $7.2M | $0.1M | 22 |
| BEYOND LOAN 2 LLC | Real Estate Fund | $13.1M | $0.1M | 25 |
| BEYOND LOAN 3 LLC | Real Estate Fund | $7.3M | $0.1M | 19 |
| BEYOND MEDICAL RETAIL FUND, LLC | Real Estate Fund | $25.8M | $0.1M | 73 |
| BEYOND RETAIL EQUITY, LLC | Real Estate Fund | $13.5M | $0.1M | 23 |
| BEYOND WESTMINSTER 1 LLC | Securitized Asset Fund | $29.8M | $0.1M | 68 |
| TRANSCEND MF1, LLC | Real Estate Fund | $8.2M | $0.1M | 18 |
| TRANSCEND SFR1, LLC | Real Estate Fund | $33.7M | $0.1M | 78 |
| TRIDENT DC1 LLC | Real Estate Fund | $9.1M | $0.3M | 41 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Ye, Jason | Individual | – | MANAGING PARTNER | 08/2022 | < 5% |
| TRANSCEND INVESTMENT HOLDINGS, LLC | Domestic Entity | – | MANAGING MEMBER | 12/2019 | > 75% |
| BEYOND HOLDING US, LLC | Domestic Entity | TRANSCEND INVESTMENT HOLDINGS, LLC | OWNER | 11/2019 | > 75% |
| ZHAN, HUIMIN | Individual | – | CHIEF EXECUTIVE OFFICER | 12/2019 | < 5% |
| LUKAN, JOHN, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |
| ZHAN, HUIMIN | Individual | BEYOND HOLDING US, LLC | MEMBER | 12/2019 | 50-75% |