FOLIOBEYOND, LLC is an SEC-registered investment adviser (CRD 298234). Regulatory assets under management: $206.6M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Samir Varma | OWNER; QUANTITATIVE MODELING CONSULTANT | Cos Cob, CT |
| Yung Chan Lim | CHIEF EXECUTIVE OFFICER, CO-CIO, CHIEF COMPLIANCE OFFICER; OWNER/MEMBER | — |
| George Peter Lucaci | GLOBAL HEAD OF DISTRIBUTION | — |
| Dean Thomas Smith | CHIEF STRATEGIST | — |
| Robert Jon Harrington | CHIEF TECHNOLOGY OFFICER | — |
| Neeraj Singh Parasher | OWNER | — |
| MCCLEAN DAVID EDWARD | CHIEF COMPLIANCE OFFICER | — |
| LIM YUNG CHAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CO-CIO (+3 more) | — |
| SMITH ALLEN THOMAS | CHIEF STRATEGIST | — |
| VARMA SAMIR | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENTS OFFICER; OWNER (+1 more) | — |
| VICECONTE JAMES FRANCIS | CO-CIO, CHIEF MARKETING OFFICER | — |
| LUCACI GEORGE PETER | GLOBAL HEAD OF DISTRIBUTION | — |
| Harrington Robert Jon | CHIEF TECHNOLOGY OFFICER | — |
| Parasher Neeraj Singh | CHIEF COMPLIANCE OFFICER; OWNER | — |