BEYOND GLOBAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
316510
Registered since
September 23, 2022

Firm profile

FINTRX

Overview

Beyond Global Management, LLC is an SEC-registered limited liability company that began registration in 2022. The firm’s public profile emphasizes private real estate strategies: it acts as sponsor, general partner and managing member of pooled investment vehicles rather than operating primarily as an external capital allocator. Beyond Global does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Ownership structure is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • HUIMIN ZHAN

    Chief Executive OfficerCRD 2920750

Contacts

1 of 1
  • Jason Ye

    Managing PartnerCRD 7619170

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
9800 Richmond Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth