Beyond Global Management, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $226M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beyond Liquidity, Llc | Securitized Asset Fund | Delaware | $56.4M | 157 |
| Transcend Sfr1, Llc | Real Estate Fund | Delaware | $33.7M | 78 |
| Beyond Westminster 1 Llc | Securitized Asset Fund | Delaware | $29.8M | 68 |
| Beyond Medical Retail Fund, Llc | Real Estate Fund | Delaware | $25.8M | 73 |
| Beyond Retail Equity, Llc | Real Estate Fund | Delaware | $13.5M | 23 |
| Beyond Loan 2 Llc | Real Estate Fund | Delaware | $13.1M | 25 |
| Trident Dc1 Llc | Real Estate Fund | Delaware | $9.1M | 41 |
| Transcend Mf1, Llc | Real Estate Fund | Delaware | $8.2M | 18 |
| Beyond Loan 3 Llc | Real Estate Fund | Delaware | $7.3M | 19 |
| Beyond Experiential Industry Fund | Real Estate Fund | Delaware | $7.2M | 9 |
| Beyond Loan 1 Llc | Real Estate Fund | Delaware | $7.2M | 22 |
| Beyond Julian, Llc | Real Estate Fund | Delaware | $7.0M | 10 |
| Beyond Experiential Debt Fund | Securitized Asset Fund | Delaware | $5.5M | 29 |
| Beyond 12, Llc | Real Estate Fund | Delaware | $2.6M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zhan, Huimin | Chief Executive Officer | Dec 2019 (7y) | ≈ 28.13% – 75% via Beyond Holding Us, Llc | |
| Ye, Jason | Managing Partner | Aug 2022 (4y) | Less than 5% | |
| Lukan, John, Anthony | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Transcend Investment Holdings, Llc | Managing Member | Dec 2019 | A | 75% or more |
| Beyond Holding Us, Llc | Owner | Nov 2019 | B | ≈ 56.25% – 100% via Transcend Investment Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zhan, Huimin: 50% – 75% of Beyond Holding Us, Llc × 75% – 100% of Transcend Investment Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Beyond Holding Us, Llc: 75% – 100% of Transcend Investment Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (14, $226M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beyond Liquidity, Llc | Securitized Asset Fund | $56.4M | $100K | 157 |
| Transcend Sfr1, Llc | Real Estate Fund | $33.7M | $100K | 78 |
| Beyond Westminster 1 Llc | Securitized Asset Fund | $29.8M | $150K | 68 |
| Beyond Medical Retail Fund, Llc | Real Estate Fund | $25.8M | $100K | 73 |
| Beyond Retail Equity, Llc | Real Estate Fund | $13.5M | $150K | 23 |
| Beyond Loan 2 Llc | Real Estate Fund | $13.1M | $100K | 25 |
| Trident Dc1 Llc | Real Estate Fund | $9.1M | $300K | 41 |
| Transcend Mf1, Llc | Real Estate Fund | $8.2M | $50.0K | 18 |
| Beyond Loan 3 Llc | Real Estate Fund | $7.3M | $100K | 19 |
| Beyond Experiential Industry Fund | Real Estate Fund | $7.2M | $200K | 9 |
| Beyond Loan 1 Llc | Real Estate Fund | $7.2M | $100K | 22 |
| Beyond Julian, Llc | Real Estate Fund | $7.0M | $200K | 10 |
| Beyond Experiential Debt Fund | Securitized Asset Fund | $5.5M | $100K | 29 |
| Beyond 12, Llc | Real Estate Fund | $2.6M | $200K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.4 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
Not reported.
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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗