BEYOND GLOBAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $97.4M |
| Discretionary | $97.4M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $19.5M |
| Employees | 15 |
| Peak AUM | $258.0MMar 2023 |
| AUM CAGR | -23.8% /yrover 4 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $97M | 57.0% | — | — | |
| Discretionary AUM | $97M | ||||
Key Metrics
| Total AUM | $97.4M |
| Discretionary | $97.4M |
| Employees | 15 |
| Client Accounts | 5 |
Contact & Location
Address
9800 RICHMOND AVE
HOUSTON TX 77042
Phone
949-336-5630
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$97M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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