Beyond Investing LLC
Firm details
- Headquarters
- ,
- CRD number
- 304093
- Registered since
- June 21, 2019
- Website
- beyondinvesting.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Beyond Investing LLC is an SEC-registered investment adviser that provides portfolio management services specifically for investment companies. Registered in 2019, the firm operates with an institutional client focus and charges fees tied to a percentage of assets under management. Corporate filings identify the owner type as a mix of a foreign entity and an individual, and the firm is recorded as an “unclassified” advisory entity rather than under a standard RIA subtype. The firm is not an active ESG investor and is not designated as a capital allocator or pension consultant. Filings also list affiliations with a broker‑dealer and other investment adviser arrangements, which suggests the firm uses third‑party execution or distribution relationships rather than maintaining a broad in‑house operational footprint.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Claire Smith
Chief Executive OfficerCRD 7008603
Contacts
1 of 1
Debra Bouton
SalesCRD 5372593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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