Investment adviser · CRD 298234
FOLIOBEYOND, LLC
Investment adviser filing (IA)
· Form ADV filed Jul 15, 2026
- Regulatory AUM
- $207M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Investment companies | 1 | $193,452,849 | 93.6% |
| Individuals | 20 | $6,825,517 | 3.3% |
| Pooled investment vehicles | 2 | $3,793,761 | 1.8% |
| Retirement plans | Fewer than 5 | $1,233,760 | 0.6% |
| Other investment advisers | Fewer than 5 | $741,477 | 0.4% |
| High-net-worth individuals | Fewer than 5 | $523,428 | 0.3% |
Filing source
Form ADV 2118665 · Jul 15, 2026 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 298234
Filing source
Form ADV 2118665 · Jul 15, 2026 · 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.