Foliobeyond, LLC

Overview

Foliobeyond, LLC is a Delaware-style limited liability company that has been SEC-registered as an investment adviser since 2018. The firm serves both individual/family and institutional clients and bills on a mix of asset-based fees and fixed fees. Its registered advisory activities focus on discretionary portfolio management for individuals and small businesses, as well as for investment companies and other business or institutional clients. The ADV indicates the firm is not an active ESG investor and it is not identified as a pension consultant. The snapshot characterizes ownership as a combination of an individual and a domestic entity. The firm’s regulatory filing also lists affiliations where Foliobeyond functions as an adviser and sponsor — including roles as a general partner and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices