FOLIOBEYOND, LLC

CRD 298234File 801-113952

APPROVED

Retail clients

Filing as of Jul 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$206.6M

Below cohort median (national)

Discretionary AUM

$206.6M

Clients

40 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 10, 2018
Principal office: Not reported
Phone: 212-397-7539
Website: http://FOLIOBEYOND.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $206.6M
Discretionary AUM: $206.6M
Non-discretionary AUM: $0
Discretionary accounts: 40
Non-discretionary accounts: 0
Total accounts: 40
AUM per client: $7.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$193.5M
Other investment advisers	Fewer than 5	$741K
High net worth individuals	Fewer than 5	$523K
Pooled investment vehicles	2	$3.8M
Pension and profit sharing plans	Fewer than 5	$1.2M
Individuals (other than high net worth individuals)	20	$6.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.