Foliobeyond, LLC
● SEC registered since 2018CRD 298234SEC# 801-113952
Reg. AUM
$206.6M
Employees
7
Accounts
40
Location
—
Foliobeyond, LLC assets under management
Foliobeyond, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $206.6 million in regulatory assets under management and employs 7 people.
Foliobeyond, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Thomas Smith Control | Chief Strategist | 10-25% | 2017 |
| George Peter Lucaci Control | Global Head Of Distribution | 10-25% | 2021 |
| Ispd, Inc. Control | Owner/Member | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Foliobeyond, LLC manage?
Foliobeyond, LLC reports $206.6 million in regulatory assets under management on its Form ADV.
How many employees does Foliobeyond, LLC have?
Foliobeyond, LLC reports 7 employees.
Does Foliobeyond, LLC disclose fund performance?
Foliobeyond, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 212-397-7539 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.6M▲ 116%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$206.6Mregulatory AUM
Discretionary $206.6M