# FOLIOBEYOND, LLC

FOLIOBEYOND, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 298234
- Type: SEC-registered investment adviser
- SEC file number: 801-113952
- Phone: 212-397-7539
- Latest filing: 2026-07-15
- Regulatory AUM: $206.6M
- Discretionary AUM: $206.6M
- Clients: 7
- Accounts: 40

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298234/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298234/similar
- Related entities: https://search.stillhousedata.com/firm/298234/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298234

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.