Form D · Commercial

BEYOND RETAIL EQUITY LLC

Irvine, CA · CIK 0001869556

Offering snapshot reported Jun 28, 2021 · SEC filing

Reported sold
$200K
Offering amount: $4M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 28, 2021Initial$200,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-404451

Source: Form D, filed Jun 28, 2021. 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 RETAIL EQUITY, LLC

Investment adviser: BEYOND GLOBAL MANAGEMENT, LLC

Gross asset value
$10.5M
Beneficial owners
24
ADV minimum commitment
$150K

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 805-5199370897

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
N/A Transcend Capital Management Llc Director
Huimin Zhan Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
15635 Alton Pkwy, Suite 117
Irvine, CA, 92618