Updated:
Beyond Wealth Management Group
BEYOND WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser in NEW PALTZ, NY, registered since 2018. The firm manages $139 million in assets,...
Overview
BEYOND WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser in NEW PALTZ, NY, registered since 2018. The firm manages $139 million in assets, $107 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Which sectors does Beyond Wealth Management Group explicitly avoid?
No sector exclusions have been publicly disclosed by the firm. Without stated investment policies or marketing materials, specific avoidance criteria such as tobacco, firearms, or fossil fuels cannot be attributed to Beyond Wealth Management Group.
How does Beyond Wealth Management Group source proprietary deal flow?
No proprietary deal flow or sourcing model has been described in public channels. The firm's deal-access strategy is not transparent, making it difficult to determine whether it relies on external managers, direct investments, or co-investment networks.
What is Beyond Wealth Management Group's known posture on co-investments alongside external GPs?
The firm's co-investment activity is not publicly documented. Without disclosed portfolio companies or partnership announcements, it cannot be determined whether the firm participates in direct co-investments, fund-of-funds commitments, or secondary purchases.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Beyond Wealth Management Group in Altss
Explore available research and relationship coverage for this adviser in Altss.