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FOLIOBEYOND, LLC
CRD 298234 · SEC 801-113952
CA, United States
Phone
212-397-7539
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.6M
Discretionary AUM
$206.6M
Team
7 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)RISK-ADJUSTED ADVICE (USING AN INTERNET PLATFORM ONLY)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.8M |
| High net worth individuals | 1 | $523K |
| Investment companies | 1 | $193.5M |
| Pooled investment vehicles | 2 | $3.8M |
| Pension/profit sharing plans | 1 | $1.2M |
| Other investment advisers | 1 | $741K |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD