← Tributary

BEYOND GLOBAL MANAGEMENT, LLC

HOUSTON, TX · CRD 316510 · IAPD ↗ · beyondgm.com · 949-336-5630

$97.4MRegulatory AUM
7Advisory reps
15Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — BEYOND GLOBAL MANAGEMENT, LLC (HOUSTON, TX) left the SEC roster (was $97.4M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — BEYOND GLOBAL MANAGEMENT, LLC reported RAUM down 57% ($226.5M -> $97.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — BEYOND GLOBAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.