Beyond Investing LLC (Spring Hill)

Name: Beyond Investing LLC
Address: 11600 New Haven Drive, Spring Hill, FL, 34609
Telephone: 727.277.1789

Beyond Investing LLC is an investment adviser to an investment company based in Spring Hill. It manages $2 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.

Beyond Investing provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beyond Investing: assets under management

The assets under management (AUM) of Beyond Investing LLC is $2, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Beyond Investing LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Beyond Investing serves?

The only and largest group of clients of Beyond Investing is investment companies with 1 clients and $2 of assets under management. Among the 1 most similar advisory firms, Beyond Investing has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $2 for 1 clients. None of the firm’s clients are foreign persons or businesses.

Beyond Investing doesn't advise any private funds.

Careers at Beyond Investing LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Debra Bouton	Us sales/marketing	1 Apr 2019	Other	5372593
Beyond Advisors Ic	Owner	1 Apr 2019	75% - 100%	foreign
Claire Elizabeth Smith	Owner, cco	1 Aug 2019	25% - 50%	7008603

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Claire Elizabeth Smith	Owner, cco	1 Jun 2017	25% - 50%	7008603
Lawrence Robert Abele	Owner	1 Jun 2017	75% - 100%	7008609
Partners Co Ic	Owner	1 Dec 2018	25% - 50%	foreign
Alpha Strategies Limited	Owner	1 Dec 2018	75% - 100%	foreign

Based in Spring Hill

The principal office where Beyond Investing LLC performs its advisory services is located at 11600 New Haven Drive, Spring Hill, FL 34609 The mailing address of the firm is 14391 Spring Hill Dr, Spring Hill, FL 34609. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727.277.1789. The normal business hours are 9am-5pm est/edt on Monday - Friday. You can find more information about the New York firm at facebook.com/beyondinvesting.