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 LOAN 2 LLCReal Estate Fund · Last reported Sep 10, 2024$13.1MGross 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
- 805-4354714434
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-484411
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.
TRIDENT DC1 LLCReal Estate Fund · Last reported Sep 10, 2024$9.13MGross 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
- 805-2318943196
- Reported beneficial owners
- 41
- Minimum commitment
- $300K
- Form D file number
- 021-385197
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.
TRANSCEND MF1, LLCReal Estate Fund · Last reported Sep 10, 2024$8.15MGross 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
- 805-9509324468
- Reported beneficial owners
- 18
- Minimum commitment
- $50K
- Form D file number
- 021-445307
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 LOAN 3 LLCReal Estate Fund · Last reported Sep 10, 2024$7.32MGross 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
- 805-6334492225
- Reported beneficial owners
- 19
- Minimum commitment
- $100K
- Form D file number
- 021-495560
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 LOAN 1 LLCReal Estate Fund · Last reported Sep 10, 2024$7.17MGross 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
- 805-2419236039
- Reported beneficial owners
- 22
- Minimum commitment
- $100K
- Form D file number
- 021-479940
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 EXPERIENTIAL DEBT FUNDSecuritized Asset Fund · Last reported Sep 10, 2024$5.54MGross asset value
Form D fundraising filings
Beyond Experiential Debt Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
Fund details & source
- Fund ID
- 805-1406870410
- Reported beneficial owners
- 29
- Minimum commitment
- $100K
- Form D file number
- 021-457083
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 12, LLCReal Estate Fund · Last reported Sep 10, 2024$2.55MGross 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
- 805-9732150462
- Reported beneficial owners
- 6
- Minimum commitment
- $200K
- Form D file number
- 021-445346
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.