Foliobeyond, LLC

RIASEC Registered
Total AUM
$207M
Discretionary
$207M
100% of AUM
Avg account
$5.2M
Accounts
40
Employees
7
Advisory reps
7

Firm details

Headquarters
,
CRD number
298234
Registered since
September 10, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies93.65%
  • Individuals3.3%
  • Pooled Investment Vehicles1.84%
  • Pension & Profit Sharing Plans0.6%
  • Other Investment Advisers0.36%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foliobeyond, LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC‑registered (initially registered in 2018) and serves both individual/family and institutional clients. Its advisory remit includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutional/business accounts. Fee arrangements include both asset‑based fees and fixed fees. The firm does not identify itself as a capital allocator and does not characterize its advisory approach around ESG integration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 5%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Yung Lim

    Yung Lim

    Chief Executive Officer & Chief Investment OfficerCRD 1741749

  • Dean Smith

    Dean Smith

    Chief StrategistCRD 2378085

  • Robert Harrington

    Robert Harrington

    Chief Technology OfficerCRD 7467551

Contacts

3 of 4
  • Samir Varma

    Samir Varma

    Founder, Owner and Managing PartnerCRD 2630104

  • Todd Juvonen

    Todd Juvonen

    Founder & PresidentCRD 5637591

  • George Lucaci

    George Lucaci

    Global Head of DistributionCRD 1933775

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth