Foliobeyond LLC
Legal Name: FOLIOBEYOND, LLC
Full Contact Details
Foliobeyond LLC
1325 AVENUE OF THE AMERICAS, SUITE 2302, NEW YORK, NY
212-246-4234
Other Info
FOLIOBEYOND, LLC is a Delaware based Limited Liability Company with 7 employees, 5 of whom are advisors. While the number of clients the company serves is unknown, the SEC recognizes its continued operation, last approving its registration on September 10, 2018.
FolioBeyond - Investment Strategies
FolioBeyond is a revolutionary investment technology platform bringing advanced algorithms to institutional investors, wealth managers and investment advisors
Direct Owners
-
DAVID EDWARD MCCLEAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ISPD, INC.
OWNER/MEMBER owns more than 10% but less than 25%
-
SAMIR VARMA
CHIEF INVESTMENT OFFICER owns less than 5%
-
TREESDALE PARTNERS, LLC
OWNER/MEMBER owns 75% or more
-
YUNG CHAN LIM
CHIEF EXECUTIVE OFFICER owns less than 5%