Overview
Beyond Global Management LLC (“BGM” or “Adviser” or the “Firm”) formerly named
Transcend Capital Management, LLC, a Delaware limited liability company, is an investment
adviser registered with the U.S. Securities and Exchange Commission1 (“SEC”) that commenced
operations in 2021. BGM provides investment advisory services to affiliated pooled investment
vehicles that are exempt from registration under the Securities Act of 1933, as amended (the
“Securities Act”) and the Investment Company Act of 1940 (the “1940 Act”).
BGM serves as the investment manager and Managing Member to the following privately offered
pooled investment vehicles:
• Transcend MF1 LLC
• Transcend SFR1 LLC
• Beyond Liquidity LLC
• Beyond Retail Equity LLC
• Beyond 12 LLC
• Beyond Medical Retail Fund LLC
• Beyond Julian LLC
• Beyond Experiential Industry Fund LLC
• Beyond Experiential Debt Fund LLC
• Beyond Westminster 1 LLC
• Beyond Loan 1 LLC
• Beyond Loan 2 LLC
Beyond Loan 3 LLC
BGM also serves as the investment manager to Trident DC1, LLC, and Trident Investment (US),
LLC, an affiliate of BGM serves as the Managing Member of the LLC.
The privately offered pooled investment vehicles are referred collectively in this Brochure as the
“BGM Private Funds.” BGM’s investment management services to the BGM Private Funds are
provided on a discretionary basis and consist of ongoing and continuous management of the
investments of the Funds.
BGM provides investment management services to the BGM Private Funds in accordance with the
investment objectives, investment guidelines and restrictions of each Fund, as set forth in each
Fund’s limited liability agreements and subscription agreements (“Offering Documents”). BGM
does not tailor its management services to the individual investment objectives of investors.
Each Managing Member to the BGM Private Funds, is permitted to, as outlined in the Funds’
Offering Documents, enter into side letters or other similar agreements with certain BGM Private
Funds’ investors, which have the effect of establishing rights under or altering or supplementing the
relevant limited liability agreement and/or subscription agreement of each such investor, including:
(i) rights or altered or supplemented provisions in respect of the management fee (as that term is
defined in the limited liability agreement), (ii) the amount, timing and/or form of distributions
and/or consideration payable under the limited liability agreement, (iii) penalty payments for late
1 Registration with the SEC does not imply a certain level of skill or training.
interest payments; (iv) excuse or exclusion from investments, (v) transfers of interests in the
applicable BGM Private Fund, (vi) tax and structuring matters, (vii) reporting and other
information rights, (viii) confidentiality, (ix) notice requirements, and (x) other representations,
warranties or diligence confirmations. Currently, the following private funds have side letters with
certain investors, which cover (i), (ii) and (iii) above:
Transcend MF1 LLC
Transcend SFR1 LLC
Beyond Liquidity LLC
Beyond Medical Retail Fund LLC
Beyond Experiential Debt Fund LLC
Beyond Experiential Industry Fund LLC
Beyond Westminster 1 LLC
Beyond Loan 1 LLC
Beyond Loan 2 LLC
Beyond Loan 3, LLC
BGM does not participate in wrap programs.
As of December 31, 2023, BGM managed on a discretionary basis approximately $$266,478,102
in regulatory assets under management. BGM does not manage any assets on a non-discretionary
basis.