Form D · Commercial

Beyond Medical Retail Fund, LLC

Houston, TX · CIK 0001911044

Offering snapshot reported Feb 4, 2026 · SEC filing

Reported sold
$21.5M
Indefinite offering
Investors reported
49
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Jan 31, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 4, 2026Amendment$21,540,000No comparison49SEC filing
Feb 20, 2025Amendment$21,240,000$150,000vs Feb 23, 202447SEC filing
Feb 23, 2024Amendment$21,090,000$2,380,000vs Feb 24, 202349SEC filing
Feb 24, 2023Amendment$18,710,000$5,310,000vs Feb 25, 202242SEC filing
Feb 25, 2022Initial$13,400,000No comparison38SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
$0
Finders' fees
$0
Form D file number
021-434963

Source: Form D, filed Feb 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BEYOND MEDICAL RETAIL FUND, LLC

Investment adviser: BEYOND GLOBAL MANAGEMENT, LLC

Gross asset value
$36.8M
Beneficial owners
69
ADV minimum commitment
$100K

Reported in Form ADV on May 20, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY LLP SAN FRANCISCO, California, United States
Custodian EAST WEST BANK PASADENA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

NOVOGRADAC & COMPANY LLP
PCAOB 474

Filing source

Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1), fund 805-1428151930

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Llc Beyond Global Management Director
Llc Transcend Capital Management Director
Huimin Zhan Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
9800 Richmond Ave. Ste. 500
Houston, TX, 77042