Investment adviser · CRD 316510
BEYOND GLOBAL MANAGEMENT, LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed May 20, 2025
- Regulatory AUM
- $97.4M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 5 | $97,355,030 | 100.0% |
Filing source
Form ADV 1992014 · May 20, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
14 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BEYOND MEDICAL RETAIL FUND, LLCReal Estate Fund · Last reported May 20, 2025$36.8MGross asset value
Form D fundraising filings
Beyond Medical Retail Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-1428151930
- Reported beneficial owners
- 69
- Minimum commitment
- $100K
- Form D file number
- 021-434963
Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TRANSCEND SFR1, LLCReal Estate Fund · Last reported May 20, 2025$31.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-8585045692
- Reported beneficial owners
- 78
- Minimum commitment
- $100K
- Form D file number
- 021-386593
Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BEYOND JULIAN, LLCReal Estate Fund · Last reported May 20, 2025$14.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-4452098512
- Reported beneficial owners
- 19
- Minimum commitment
- $200K
- Form D file number
- 021-445302
Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BEYOND RETAIL EQUITY, LLCReal Estate Fund · Last reported May 20, 2025$10.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-5199370897
- Reported beneficial owners
- 24
- Minimum commitment
- $150K
- Form D file number
- 021-404451
Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BEYOND EXPERIENTIAL INDUSTRY FUNDReal Estate Fund · Last reported May 20, 2025$4.61MGross asset value
Form D fundraising filings
Beyond Experiential Industry Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-8817645959
- Reported beneficial owners
- 9
- Minimum commitment
- $200K
- Form D file number
- 021-457081
Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BEYOND LIQUIDITY, LLCSecuritized Asset Fund · Last reported Sep 10, 2024$56.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-9565169974
- Reported beneficial owners
- 157
- Minimum commitment
- $100K
- Form D file number
- 021-399210
Form ADV 1900755 · Sep 10, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BEYOND WESTMINSTER 1 LLCSecuritized Asset Fund · Last reported Sep 10, 2024$29.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-5174335395
- Reported beneficial owners
- 68
- Minimum commitment
- $150K
- Form D file number
- 021-462321
Form ADV 1900755 · Sep 10, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 20, 2025. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
9800 RICHMOND AVE, SUITE 500HOUSTON, TX, 77042, United States
CRD 316510
Filing source
Form ADV 1992014 · May 20, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.