other names
  • BEYOND GLOBAL MANAGEMENT, LLC
  • TRANSCEND CAPITAL MANAGEMENT, LLC

Adviser Profile

Registration status Registration Changed to BEYOND GLOBAL MANAGEMENT, LLC
As of Date 04/02/2026
ADV Location HOUSTON, TX, United States
Adviser Type - Large advisory firm
Number of Employees 15
of those in investment advisory functions 7
AUM* 97,355,030
of that, discretionary 97,355,030
Private Fund GAV* 0 -100%
Avg Account Size 19,471,006
SMA’s No
Private Funds 0 5
Contact Info 949 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

258M 221M 184M 147M 111M 74M 37M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary