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Beyond Retail Equity, LLC

Real Estate FundFund ID 805-5199370897Delaware, United States
Gross assets
$10.5M
Min. investment
$150K
Beneficial owners
24
Size rank
Top 77%
Audited
Yes
Structure
Standalone

About this fund

Beyond Retail Equity, LLC is a real estate fund managed by Beyond Global Management, LLC. The fund reports $10.5 million in gross assets, placing it among the top 77% of private funds by size. The stated minimum investment is $150,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5199370897
Fund typeReal Estate Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Beyond Medical Retail Fund, LLCReal Estate$36.8M
Transcend Sfr1, LLCReal Estate$31.2M
Beyond Julian, LLCReal Estate$14.3M
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Frequently asked questions

How large is Beyond Retail Equity, LLC?

Beyond Retail Equity, LLC reports $10.5 million in gross assets, among the top 77% of private funds by size.

What is the minimum investment for Beyond Retail Equity, LLC?

The stated minimum investment is $150,000.

Who manages Beyond Retail Equity, LLC?

Beyond Retail Equity, LLC is managed by Beyond Global Management, LLC.

Does Beyond Retail Equity, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported

Reported gross assets

$10.5MNo change
Mar '25 — $10.5MApr '25 — $10.5MMay '25 — $10.5MJun '25 — $10.5MJul '25 — $10.5MAug '25 — $10.5MSep '25 — $10.5MOct '25 — $10.5MNov '25 — $10.5MDec '25 — $10.5MJan '26 — $10.5MFeb '26 — $10.5MMar '26 — $10.5MApr '26 — $10.5MMay '26 — $10.5MJun '26 — $10.5M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 77%
Larger than 23% of 67,041 private funds
Gross assets vs Real Estate FundsTop 70%
Larger than 30% of 5,814 real estate funds
Minimum investmentTop 70%
Higher than 30% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons52%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.