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Foliobeyond, LLC

● SEC registered since 2018CRD 298234SEC# 801-113952
Export (members)
Reg. AUM
$176.3M
Employees
7
Accounts
32
Location

Foliobeyond, LLC assets under management

Foliobeyond, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $176.3 million in regulatory assets under management and employs 7 people.

Foliobeyond, LLC owners & executives

10 reported
NameTitleOwnershipSince
Dean Thomas Smith ControlChief Strategist10-25%2017
George Peter Lucaci ControlGlobal Head Of Distribution10-25%2021
Ispd, Inc. ControlOwner/Member10-25%2018
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Frequently asked questions

How much does Foliobeyond, LLC manage?

Foliobeyond, LLC reports $176.3 million in regulatory assets under management on its Form ADV.

How many employees does Foliobeyond, LLC have?

Foliobeyond, LLC reports 7 employees.

Does Foliobeyond, LLC disclose fund performance?

Foliobeyond, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone212-397-7539
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$176.3M
Non-discretionary$0
Total (RAUM)$176.3M