Foliobeyond, Llc
- Regulatory AUM
- $207M
- Discretionary
- $207M
- Clients
- 26
- Avg AUM / client
- $7.9M
- Accounts
- 40
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $6.8M | 3.3% |
| High net worth individuals | 1 | $523K | 0.25% |
| Investment companies | 1 | $193M | 93.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $3.8M | 1.84% |
| Pension and profit sharing plans | 1 | $1.2M | 0.6% |
| Other investment advisers | 1 | $741K | 0.36% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Varma, Samir | Quantitative Modeling Consultant | Aug 2002 (24y) | ≈ 7.5% – 25% via Ispd, Inc. | |
| Lim, Yung, Chan | Owner/Member | Oct 2002 (24y) | ≈ 18.75% – 50% via Treesdale Partners, Llc | |
| Harrington, Robert, Jon | Chief Technology Officer | Dec 2017 (9y) | 5% – 10% | |
| Smith, Dean, Thomas | Chief Strategist | Dec 2017 (9y) | 10% – 25% | |
| Lucaci, George, Peter | Global Head Of Distribution | May 2021 (5y) | 5% – 10% | |
| Neeraj S Parasher | Owner | Dec 2024 (2y) | 5% – 10% | |
| Todd Matthew Juvonen | Registered representative | Mar 2025 (1y) | ||
| Noah Krakower | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Treesdale Partners, Llc | Owner/Member | Dec 2017 | A | 25% – 50% |
| Ispd, Inc. | Owner/Member | Jul 2018 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Varma, Samir: 75% – 100% of Ispd, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Lim, Yung, Chan: 75% – 100% of Treesdale Partners, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- U.S. Bank $85.0M (52% of AUM) Sep 2023
- Charles Schwab & Co. $10.6M (5% of AUM) Jul 2026
- Interactive Brokers $1.4M (1% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗