Beyond Investments

The firm has not publicly disclosed its leadership team or investment committee structure. In the absence of a website, LinkedIn presence, or regulatory filings that name key individuals, the identities of the principals who make investment decisions remain private.

Given the firm's structure as a multi-family office serving a curated set of wealthy families, deal flow likely originates through the personal networks of its founders and the co-investment relationships they maintain with other family offices, private equity funds, and direct sponsors. However, no specific sourcing channels are publicly documented.

Altss research indicates the firm functions as a multi-family office, pooling resources from several families to make direct investments and fund commitments together. This structure allows each family to access institutional-scale deals without operating a standalone family office.

The firm's wealth-management-plus-family-office model typically involves both direct co-investments alongside other families or sponsors and allocations to external private-market funds. The exact mix is not disclosed publicly, but the platform's utility hinges on flexibility across both direct and fund routes.

Multi-family offices structured this way actively pursue co-investment opportunities offered by external general partners, as they can aggregate family capital to meet minimum check sizes without paying additional management fees. Beyond Investments' Miami location suggests they may work with GPs on both the US East Coast and Latin America.