RIA Intelligence

BEYOND GLOBAL MANAGEMENT, LLC

CRD #316510 SEC #801-126638 HOUSTON, TX 949-336-5630
SEC Registered Private Funds
Total AUM
$97.4M
Discretionary
$97.4M
Employees
15
Clients
--
Accounts
5

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 20, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA
LUKAN, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA
MITCHELL, TINA, LOUISEICHIEF COMPLIANCE OFFICERNA
MITCHELL, TINA, LOUISEICHIEF COMPLIANCE OFFICERNA
Ye, JasonICHIEF COMPLIANCE OFFICERNA Control
Ye, JasonICHIEF COMPLIANCE OFFICERNA Control
Ye, JasonIMANAGING PARTNER AND CCONA Control
Ye, JasonIPARTNERNA Control
Ye, JasonIPARTNERNA Control
Ye, JasonIMANAGING PARTNERNA Control
Ye, JasonIMANAGING PARTNERNA Control
Ye, JasonIMANAGING PARTNERNA Control
Ye, JasonIMANAGING PARTNERNA Control
Ye, JasonICHIEF COMPLIANCE OFFICERNA Control
Ye, JasonIMANAGING PARTNERNA Control
Ye, JasonIMANAGING PARTNERNA Control
Ye, JasonIMANAGING PARTNERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
ZHAN, HUIMINICHIEF EXECUTIVE OFFICERNA Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control
TRANSCEND INVESTMENT HOLDINGS, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
BEYOND HOLDING US, LLCDETRANSCEND INVESTMENT HOLDINGS, LLCE Control
ZHAN, HUIMINIBEYOND HOLDING US, LLCD Control
ZHAN, HUIMINIBEYOND HOLDING US, LLCD Control
ZHAN, HUIMINIBEYOND HOLDING US, LLCD Control

Registrations

Federal

IA
May 20, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

9800 RICHMOND AVE
SUITE 500
HOUSTON, TX 77042
United States
Phone: 949-336-5630