Form D · Commercial

Beyond Loan 3 LLC

Houston, TX · CIK 0001982225

Offering snapshot reported Nov 7, 2025 · SEC filing

Reported sold
$5.08M
Indefinite offering
Investors reported
33
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 15, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.54M$5.08MOct 25, 2023: $3,220,000.00Oct 25, 2023Oct 25, 2024: $3,320,000.00Oct 25, 2024Nov 7, 2025: $5,080,000.00Nov 7, 2025

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$3,320,000 → $5,080,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 7, 2025Amendment$5,080,000$1,760,000vs Oct 25, 202433SEC filing
Oct 25, 2024Amendment$3,320,000$100,000vs Oct 25, 202333SEC filing
Oct 25, 2023Initial$3,220,000No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-495560

Source: Form D, filed Nov 7, 2025. 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 LOAN 3 LLC

Investment adviser: BEYOND GLOBAL MANAGEMENT, LLC

Gross asset value
$7.32M
Beneficial owners
19
ADV minimum commitment
$100K

Reported in Form ADV on Sep 10, 2024. 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 1900755 · Sep 10, 2024 · Schedule D 7.B.(1), fund 805-6334492225

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
Huimin Zhan Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
9800 Richmond Ave. Suite 500
Houston, TX, 77042