Form D · Commercial

Beyond Julian LLC

Houston, TX · CIK 0001918749

Offering snapshot reported Oct 25, 2024 · SEC filing

Reported sold
$10.2M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Dec 16, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.11M$10.2MMay 11, 2022: $3,300,000.00May 11, 2022Oct 25, 2024: $10,225,000.00Oct 25, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$3,300,000 → $10,225,000
  • Reported investors10 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 25, 2024Amendment$10,225,000$6,925,000vs May 11, 202218SEC filing
May 11, 2022Initial$3,300,000No comparison10SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-445302

Source: Form D, filed Oct 25, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BEYOND JULIAN, LLC

Investment adviser: BEYOND GLOBAL MANAGEMENT, LLC

Gross asset value
$14.3M
Beneficial owners
19
ADV minimum commitment
$200K

Reported in Form ADV on May 20, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY LLP SAN FRANCISCO, California, United States
Custodian EAST WEST BANK PASADENA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

NOVOGRADAC & COMPANY LLP
PCAOB 474

Filing source

Form ADV 1992014 · May 20, 2025 · Schedule D 7.B.(1), fund 805-4452098512

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Management Llc Beyond Global Director
Management Llc Transcend Capital Director
Huimin Zhan Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
825 Town & Country Ln Ste 1200
Houston, TX, 77024