Beyond Investing Llc
- Regulatory AUM
- $137M
- Discretionary
- $137M
- Clients
- 1
- Avg AUM / client
- $137M
- Accounts
- 1
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $137M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Abele, Lawrence, Robert | Owner | Jun 2017 (9y) | ≈ 10.55% – 50% via Alpha Strategies Limited | |
| Smith, Claire, Elizabeth | Owner, Cco | Jun 2017 (9y) | ≈ 18.75% – 50% via Beyond Advisors Ltd | |
| Bouton, Debra | Us Sales/Marketing | Apr 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beyond Advisors Ltd | Owner | Apr 2019 | A | 75% or more |
| Alpha Strategies Limited | Owner | Dec 2018 | B | ≈ 14.06% – 50% via Partners Co Ic |
| Partners Co Ic | Owner | Dec 2018 | B | ≈ 18.75% – 50% via Beyond Advisors Ltd |
Estimated effective ownership (look-through of filed bands):
- Abele, Lawrence, Robert: 75% – 100% of Alpha Strategies Limited × 75% – 100% of Partners Co Ic × 25% – 50% of Beyond Advisors Ltd × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Smith, Claire, Elizabeth: 25% – 50% of Beyond Advisors Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Alpha Strategies Limited: 75% – 100% of Partners Co Ic × 25% – 50% of Beyond Advisors Ltd × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Partners Co Ic: 25% – 50% of Beyond Advisors Ltd × 75% – 100% 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) | 03/18/2026 | 1.17 MB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗