Foliobeyond, LLC

RIASEC RegisteredEst. 2018

Total AUM

$207M

Discretionary

$207M

100% of AUM

Avg account

$5.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 298234
Registered since: September 10, 2018
Website: www.foliobeyond.com
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 SEC‑registered investment adviser organized as an LLC and operating since 2018. The firm advises both individual/family and institutional clients, offering portfolio management services for individuals and small businesses, investment companies, and other businesses or institutions. Its compensation mixes AUM‑based fees and fixed fees. Foliobeyond reports it does not market itself as an ESG investor and is not classified as a capital allocator; its industry affiliations indicate roles beyond advisory work, including acting as an investment sponsor and as a GP/managing member of pooled investment vehicles.