DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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Former SEC-registered adviser
B••••• G••••• M••••••••• L••
Latest filing May 20, 2025
First filing on the tape Aug 26, 2022 · 11 filings
SEC status approved since Sep 23, 2022
RAUM
$97.4M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$97.4M as of May 20, 2025
Mar 31, 2023$258M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 20, 2025
Mar 31, 20230 then
Employees (5.A)15 as of May 20, 2025
Mar 31, 20236 then
Private funds5 as of May 20, 2025
Mar 31, 202311 then
RAUM -57% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of May 20, 2025; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $19.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -57%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $226M, 14 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$97.4M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $226M for 14 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• L••••••••• L•• | Securitized Asset Fund | $56.4M | 157 | Oct 18, 2021 |
| T•••••••• S•••• L•• | Real Estate Fund | $33.7M | 78 | Oct 18, 2021 |
| B••••• W••••••••• 1• L•• | Securitized Asset Fund | $29.8M | 68 | Mar 31, 2023 |
| B••••• M•••••• R••••• F•••• L•• | Real Estate Fund | $25.8M | 73 | Mar 28, 2022 |
| B••••• R••••• E•••••• L•• | Real Estate Fund | $13.5M | 23 | Oct 18, 2021 |
| B••••• L••• 2• L•• | Real Estate Fund | $13.1M | 25 | Sep 6, 2023 |
| T•••••• D•• L•• | Real Estate Fund | $9.1M | 41 | Mar 28, 2022 |
| T•••••••• M••• L•• | Real Estate Fund | $8.2M | 18 | Oct 18, 2021 |
| B••••• L••• 3• L•• | Real Estate Fund | $7.3M | 19 | Mar 30, 2024 |
| B••••• E••••••••• I••••••• F••• | Real Estate Fund | $7.2M | 9 | Aug 26, 2022 |
| B••••• L••• 1• L•• | Real Estate Fund | $7.2M | 22 | Sep 6, 2023 |
| B••••• J•••••• L•• | Real Estate Fund | $7.0M | 10 | Mar 28, 2022 |
| B••••• E••••••••• D••• F••• | Securitized Asset Fund | $5.5M | 29 | Aug 26, 2022 |
| B••••• 1•• L•• | Real Estate Fund | $2.6M | 6 | Mar 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Y•• J•••• · Managing Partnercontrolsince 08/2022 · owns less than 5%
- Z•••• H••••• · Chief Executive Officercontrolsince 12/2019 · owns less than 5%
- Z•••• H••••• · Membercontrolsince 12/2019 · owns 50% to 75% of B••••• H•••••• U•• L••
- L••••• J•••• A•••••• · Chief Compliance Officersince 09/2023 · owns less than 5%
Entity owners
- T•••••••• I••••••••• H•••••••• L•• · Managing Memberdirect · owns 75% or more
- B••••• H•••••• U•• L•• · Ownerindirect · owns 75% or more of T•••••••• I••••••••• H•••••••• L••
Related persons
Schedule D 7.A
- B••••• I••••••••• M••••••••• L••pooled vehicle sponsorn
- B••••• W••••• I•••••••• S•••••••• L••real estaten
- T•••••• I••••••••• U• L••pooled vehicle sponsorn
- U••••••• T••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · unset to Apr 1, 2025 to May 20, 2025
- Accounts · 14 to 5Sep 10, 2024 to Apr 1, 2025
- Advisory employees · 6 to 7Sep 10, 2024 to Apr 1, 2025
- Pooled vehicle clients · 14 to 5Sep 10, 2024 to Apr 1, 2025
- Employees · 6 to 15Sep 10, 2024 to Apr 1, 2025
- Other offices · 0 to 1Sep 10, 2024 to Apr 1, 2025
- Private funds · 14 to 5Sep 10, 2024 to Apr 1, 2025
- Discretionary RAUM · $226M to $97.4MSep 10, 2024 to Apr 1, 2025
- Pooled vehicle RAUM · $226M to $97.4MSep 10, 2024 to Apr 1, 2025
- RAUM · $226M to $97.4MSep 10, 2024 to Apr 1, 2025
- Accounts · 13 to 14Oct 16, 2023 to Mar 30, 2024
- Pooled vehicle clients · 13 to 14Oct 16, 2023 to Mar 30, 2024
- Assets in custody · $205M to $226MOct 16, 2023 to Mar 30, 2024
- Private funds · 13 to 14Oct 16, 2023 to Mar 30, 2024
- Discretionary RAUM · $205M to $226MOct 16, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $205M to $226MOct 16, 2023 to Mar 30, 2024
- RAUM · $205M to $226MOct 16, 2023 to Mar 30, 2024
- Accounts · 11 to 13May 3, 2023 to Sep 6, 2023
- Pooled vehicle clients · 11 to 13May 3, 2023 to Sep 6, 2023
- Assets in custody · $199M to $205MMay 3, 2023 to Sep 6, 2023
- HQ city · IRVINE to HOUSTONMay 3, 2023 to Sep 6, 2023
- HQ state · CA to TXMay 3, 2023 to Sep 6, 2023
- Private funds · 11 to 13May 3, 2023 to Sep 6, 2023
- Discretionary RAUM · $199M to $205MMay 3, 2023 to Sep 6, 2023
- Pooled vehicle RAUM · $199M to $205MMay 3, 2023 to Sep 6, 2023
- RAUM · $199M to $205MMay 3, 2023 to Sep 6, 2023
- Related adviser · true to falseMay 3, 2023 to Sep 6, 2023
- Business name · T•••••••• C•••••• M••••••••• L•• to B••••• G••••• M••••••••• L••Mar 31, 2023 to May 3, 2023
- Assets in custody · $258M to $199MMar 31, 2023 to May 3, 2023
- Legal name · T•••••••• C•••••• M••••••••• L•• to B••••• G••••• M••••••••• L••Mar 31, 2023 to May 3, 2023
- Discretionary RAUM · $258M to $199MMar 31, 2023 to May 3, 2023
- Pooled vehicle RAUM · $258M to $199MMar 31, 2023 to May 3, 2023
- RAUM · $258M to $199MMar 31, 2023 to May 3, 2023
- Accounts · 9 to 11Aug 26, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 11Aug 26, 2022 to Mar 31, 2023
- Assets in custody · $226M to $258MAug 26, 2022 to Mar 31, 2023
- Private funds · 20 to 11Aug 26, 2022 to Mar 31, 2023
- Discretionary RAUM · $226M to $258MAug 26, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $226M to $258MAug 26, 2022 to Mar 31, 2023
- RAUM · $226M to $258MAug 26, 2022 to Mar 31, 2023
Signals
4 dated events
- B••••• G••••• M••••••••• L•• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $97.4M)Apr 1, 2026 · Left the SEC roster · derived
- B••••• G••••• M••••••••• L•• reported RAUM $97.4M, down 57% from $226.5M (2024-09-10 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- Anthony John Lukan (Chief Compliance Officer) appeared on Schedule A of B••••• G••••• M••••••••• L••Oct 16, 2023 · Control person joined · fact
- T•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 26, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• G••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/beyond-wealth-management-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- beyondgm.comreportedpublic record, Form ADV, Sep 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B••••• G••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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