PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:00 AM ET

Sponsor Check › Sponsor group

B

Beyond

One sponsor team, 25 deal companies · Burlingame, CA

Grouped because: 6 shared people, 5 shared management entities, same business address (18 issuers), similar issuer names (20) (automatic match from the filings) · not the same sponsor?

25deal companies
$453.1Mreported sold
1,052investors
71Form D filings
2017–2026active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 10, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Beyond is a sponsor group of 25 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 71 Form D filings between Apr 2017 and Sep 2026.

What this means One team, 25 deal companies, about 9 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $453.1M to 1,052 investors (latest filing per issuer). Industries as reported: Commercial (11), Pooled Investment Fund (9), Other Real Estate (3), Residential (1) and 1 more. Issuers are based in CA (13), TX (12).

What this means $453.1M raised across the group, about $431K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Huimin Zhan (20 issuers, executive officer, director, and promoter), Steven Kay (7 issuers, director and promoter), Transcend Capital Management, LLC (7 issuers, director and promoter, entity), Mark Jorgensen (6 issuers, director and promoter), Urbanite Capital, LLC (6 issuers, promoter, entity) and 16 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 2 new offerings in the last 12 months; latest filing Sep 10, 2026.

What this means still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 21 court cases matching the name, 13 bankruptcy cases matching the name, 2 property records listed in Key records below.

What this means 36 records came back, including 6 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 71 public filings for Beyond and found 14 differences, 4 worth asking the sponsor about: 5 offerings reported less sold on a later filing than an earlier one; 4 offerings reported fewer investors on a later filing; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Beyond has not run yet — it is joining a line of 3,852 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

21 cases: 6 open, 5 closed (disposition not in docket feed), 7 dismissed, 3 judgment

Tennis and Beyond LLC v. Century Surety Company open matched at sponsor-group level (Beyond)
District Court, D. Connecticut · No. 3:26-cv-00960 · Filed Jun 16, 2026
Role of Beyond LLC: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state)
Beyond Loan 5 LLC v. Roderick open
District Court, D. Arizona · No. 2:26-cv-00339 · Filed Jan 16, 2026
Role of Beyond Loan 5 LLC v. Roderick: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state); sister entity "beyond loan 5" is a party
Johnson v. Beyond, Inc. open matched at sponsor-group level (Beyond)
District Court, E.D. California · No. 2:25-cv-03327 · Filed Nov 14, 2025 · Nature of suit: Other Statutory Actions · Cause: 28:1441 Petition for Removal- Contract Default
Role of Beyond, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA)
JAHODA v. BEYOND, INC. open matched at sponsor-group level (Beyond)
District Court, W.D. Pennsylvania · No. 2:25-cv-01184 · Filed Aug 4, 2025
Role of BEYOND, INC.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Lopez v. Bed, Bath and Beyond, Inc. open matched at sponsor-group level (Beyond)
District Court, S.D. Texas · No. 5:25-cv-00069 · Filed May 9, 2025 · Nature of suit: Contract: Other · Cause: 28:1331 Fed. Question
Role of Beyond, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (TX)
Nosaj Entertainment v. Tristate and Beyond, LLC closed matched at sponsor-group level (Beyond)
District Court, S.D. New York · No. 1:22-cv-10110 · Filed Nov 29, 2022 · Closed Apr 16, 2025 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity Action
Role of Beyond, LLC: Defendant · Outcome: Terminated 2025-04-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
HERRING v. HOME ESSENTIALS AND BEYOND, INC. closed matched at sponsor-group level (Beyond)
District Court, D. New Jersey · No. 2:22-cv-05500 · Filed Sep 12, 2022 · Closed Sep 12, 2023
Role of BEYOND, INC.: Defendant · Outcome: Terminated 2023-09-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state)
JOHNSON v. BED BATH AND BEYOND INC. closed matched at sponsor-group level (Beyond)
District Court, D. New Jersey · No. 1:22-cv-01887 · Filed Mar 31, 2022 · Closed May 10, 2023
Role of BEYOND INC.: Defendant · Outcome: Terminated 2023-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state)
Gish v. Scrubs and Beyond LLC closed matched at sponsor-group level (Beyond)
District Court, D. Oregon · No. 3:22-cv-00307 · Filed Feb 24, 2022 · Closed May 25, 2022
Role of Beyond LLC: Defendant · Outcome: Terminated 2022-05-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OR (not the issuer's state)
Randolph v. Bed Bath and Beyond, Inc. closed matched at sponsor-group level (Beyond)
District Court, N.D. Illinois · No. 1:21-cv-06510 · Filed Dec 6, 2021 · Closed Dec 16, 2021
Role of Beyond, Inc.: Defendant · Outcome: Terminated 2021-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state)
Hardy v. Bed Bath and Beyond, Inc. dismissed matched at sponsor-group level (Beyond)
District Court, S.D. Florida · No. 1:17-cv-22315 · Filed Jun 21, 2017 · Closed Mar 23, 2018 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity-Injunctive & Declaratory Relief
Role of Beyond, Inc.: Defendant · Outcome: Terminated 2018-03-23 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Segbers v. Bed Bath and Beyond, Inc. dismissed matched at sponsor-group level (Beyond)
District Court, S.D. Ohio · No. 1:15-cv-00351 · Filed May 28, 2015 · Closed Nov 23, 2015 · Nature of suit: 365 Personal Inj. Prod. Liability · Cause: 28:1441 Petition for Removal
Role of Beyond, Inc.: Defendant · Outcome: Terminated 2015-11-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state)
Honerbrink v. FirstSTREET for Boomers and Beyond, Inc. dismissed matched at sponsor-group level (Beyond)
District Court, D. Minnesota · No. 0:13-cv-03096 · Filed Nov 12, 2013 · Closed Mar 21, 2014 · Nature of suit: 190 Contract: Other · Cause: 28:1441 Petition For Removal--Other Contract
Role of Beyond, Inc.: Defendant · Outcome: Terminated 2014-03-21 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MN (not the issuer's state); filed 2013, issuer incorporated 2017
Elena Hall v. Bed Bath and Beyond Inc dismissed matched at sponsor-group level (Beyond)
District Court, C.D. California · No. 2:12-cv-10253 · Filed Nov 30, 2012 · Closed Feb 22, 2013 · Nature of suit: 890 Other statutory actions · Cause: 47:0227 Violation of Telephone Consumer Protection Act
Role of Beyond Inc: Defendant · Outcome: Terminated 2013-02-22 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 2012, issuer incorporated 2017
firstStreet for Boomers and Beyond, Inc. v. Nehr dismissed matched at sponsor-group level (Beyond)
District Court, E.D. Virginia · No. 3:12-cv-00276 · Filed Apr 13, 2012 · Closed Jun 8, 2012 · Nature of suit: 370 Other Fraud · Cause: 28:1441 Notice of Removal-Fraud
Role of Beyond, Inc.: Plaintiff · Outcome: Terminated 2012-06-08 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in VA (not the issuer's state); filed 2012, issuer incorporated 2017
Hambik Oktanyan v. Bed Bath and Beyond Inc dismissed matched at sponsor-group level (Beyond)
District Court, C.D. California · No. 2:11-cv-02609 · Filed Mar 29, 2011 · Closed Mar 14, 2013 · Nature of suit: 890 Other statutory actions · Cause: 28:1441 Notice of Removal
Role of Beyond Inc: Defendant · Outcome: Terminated 2013-03-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 2011, issuer incorporated 2017
Maria Eugenia Saenz Valiente v. Bed Bath and Beyond Inc dismissed matched at sponsor-group level (Beyond)
District Court, C.D. California · No. 2:11-cv-02437 · Filed Mar 23, 2011 · Closed Mar 14, 2013 · Nature of suit: 890 Other statutory actions · Cause: 28:1441 Notice of Removal - Injunctive/Declaratory Relief
Role of Beyond Inc: Defendant · Outcome: Terminated 2013-03-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 2011, issuer incorporated 2017
Lisa Elan v. Bed Bath and Beyond Inc judgment matched at sponsor-group level (Beyond)
District Court, C.D. California · No. 2:11-cv-02293 · Filed Mar 17, 2011 · Closed Mar 14, 2013 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1441 Notice of Removal
Role of Beyond Inc: Defendant · Outcome: Terminated 2013-03-14 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 2011, issuer incorporated 2017
Garnes v. Bed Bath and Beyond, Incorporated judgment matched at sponsor-group level (Beyond)
District Court, E.D. Michigan · No. 2:08-cv-14109 · Filed Sep 25, 2008 · Closed Jan 11, 2010 · Nature of suit: P.I.: Other · Cause: 28:1332 Diversity-(Citizenship)
Role of Beyond, Incorporated: Defendant · Outcome: Terminated 2010-01-11 — FJC Integrated Database disposition: Judgment on jury verdict; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2008, issuer incorporated 2017
Beckett Publications v. Beyond, Inc judgment matched at sponsor-group level (Beyond)
District Court, D. Connecticut · No. 3:00-cv-02360 · Filed Dec 11, 2000 · Closed Jul 17, 2001 · Nature of suit: 150 Overpayments & enforcement of judgments
Role of Beyond, Inc: Defendant · Outcome: Terminated 2001-07-17 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 2000, issuer incorporated 2017
Louie v. Bed Bath and Beyond, Inc. open matched at sponsor-group level (Beyond)
District Court, E.D. New York · No. 1:15-cv-04438 · Filed —
Role of Beyond, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Beyond..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

13 cases: 13 closed (disposition not in docket feed)

McDonnell v. Above and Beyond Retail Services closed
United States Bankruptcy Court, D. New Jersey · No. 24-01430 · Filed May 24, 2024 · Closed Oct 16, 2024
Role of McDonnell v. Above and Beyond Retail Services: Party · Outcome: Case closed 2024-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Infinity Fitness and Beyond LLC closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, M.D. Florida · No. 8:19-bk-02172 · Filed Mar 14, 2019 · Closed Apr 1, 2022
Role of Beyond LLC: Debtor · Outcome: Case closed 2022-04-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Vineyard and Beyond, Inc. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, S.D. Texas · No. 09-35190 · Filed Jul 21, 2009 · Closed Sep 30, 2009
Role of Beyond, Inc.: Debtor · Outcome: Case closed 2009-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (TX); filed 2009, issuer incorporated 2017
Bagels, Bites and Beyond, Inc. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, M.D. Florida · No. 6:08-bk-08748 · Filed Sep 26, 2008 · Closed Apr 9, 2010
Role of Beyond, Inc.: Debtor · Outcome: Case closed 2010-04-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 2008, issuer incorporated 2017
Wallpaper and Beyond, LLC closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, E.D. North Carolina · No. 06-00265 · Filed Feb 28, 2006 · Closed Dec 21, 2007
Role of Beyond, LLC: Debtor · Outcome: Case closed 2007-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 2006, issuer incorporated 2017
Lumiere Candles And Beyond, Inc. v. Ford Motor Credit Company closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, D. New Jersey · No. 05-06069 · Filed Nov 1, 2005 · Closed Nov 17, 2005
Role of Beyond, Inc.: Plaintiff · Outcome: Case closed 2005-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2005, issuer incorporated 2017
Waterview Signs And Beyond,LLC closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, D. New Hampshire · No. 05-13039 · Filed Aug 2, 2005 · Closed Aug 3, 2007
Role of Beyond,LLC: Debtor · Outcome: Case closed 2007-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NH (not the issuer's state); filed 2005, issuer incorporated 2017
Lumiere Candles And Beyond, Inc. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, D. New Jersey · No. 05-32462 · Filed Jul 11, 2005 · Closed Mar 6, 2007
Role of Beyond, Inc.: Debtor · Outcome: Case closed 2007-03-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2005, issuer incorporated 2017
OHC LIQUIDATION TRUST, by and through Alvarez & Ma v. LABOV AND BEYOND INC. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, D. Delaware · No. 04-56531 · Filed Nov 6, 2004 · Closed Jan 10, 2005
Role of BEYOND INC.: Defendant · Outcome: Case closed 2005-01-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state); filed 2004, issuer incorporated 2017
Books and Beyond Inc closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, D. Kansas · No. 02-21237 · Filed Apr 12, 2002 · Closed Sep 18, 2003
Role of Beyond Inc: Debtor · Outcome: Case closed 2003-09-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KS (not the issuer's state); filed 2002, issuer incorporated 2017
Communications 2001 And Beyond, L.L.C. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, N.D. Texas · No. 00-33478 · Filed May 31, 2000 · Closed Aug 9, 2000
Role of Beyond, L.L.C.: Debtor · Outcome: Case closed 2000-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (TX); filed 2000, issuer incorporated 2017
Breads and Beyond, Inc. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, S.D. Florida. · No. 00-11977 · Filed Mar 13, 2000 · Closed Jul 14, 2000
Role of Beyond, Inc.: Debtor · Outcome: Case closed 2000-07-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 2000, issuer incorporated 2017
Intershoe, Inc. v. Beyond, Inc. closed matched at sponsor-group level (Beyond)
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:95-ap-00109 · Filed Apr 17, 1995 · Closed May 30, 1995
Role of Beyond, Inc.: Defendant · Outcome: Case closed 1995-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state); filed 1995, issuer incorporated 2017
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Beyond — 4 worth asking about (compared the newest 50 of 71 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 7, 2022 – Jun 1, 2026

5 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Beyond Workspace, LLC · Amount sold went down between filings — Beyond Loan 5 LLC · Amount sold went down between filings — Beyond Westminster 1 LLC · Amount sold went down between filings — Beyond Westminster 1 LLC · Amount sold went down between filings — Beyond Liquidity LLC

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D (earlier) · May 5, 2025 ↗Form D/A (later) · Jun 1, 2026 ↗Beyond Workspace, LLC — PartnerFacts page ↗Form D (earlier) · May 17, 2024 ↗
Sources
Worth asking · Oct 7, 2022 – Nov 7, 2025

4 offerings reported fewer investors on a later filing

Investor count went down between filings — Beyond Liquidity LLC · Investor count went down between filings — Beyond Medical Retail Fund, LLC · Investor count went down between filings — Beyond Westminster 1 LLC · Investor count went down between filings — Beyond Liquidity LLC

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Oct 28, 2024 ↗Form D/A (later) · Nov 7, 2025 ↗Beyond Liquidity LLC — PartnerFacts page ↗Form D/A (earlier) · Feb 23, 2024 ↗
Sources
Worth asking · Sep 24, 2020 – Sep 10, 2026

17 Form Ds were filed more than 15 days after the first sale

Form D filed 1,507 days after the first sale — Beyond Experiential Debt Fund LLC · Form D filed 1,533 days after the first sale — Beyond Experiential Industry Fund LLC · Form D filed 453 days after the first sale — Beyond Loan 5 LLC · Form D filed 813 days after the first sale — Beyond Experiential Industry Fund LLC · Form D filed 787 days after the first sale — Beyond Experiential Debt Fund LLC · and 12 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Sep 10, 2026 ↗Beyond Experiential Debt Fund LLC — PartnerFacts page ↗Form D · Sep 10, 2026 ↗Beyond Experiential Industry Fund LLC — PartnerFacts page ↗
Sources
Worth asking · May 11, 2022 – May 5, 2025

4 people are no longer listed on a later amendment

Zhan Huimin is no longer listed on the May 5, 2025 amendment — Beyond Loan 1 LLC · Management LLC Transcend Capital is no longer listed on the Oct 25, 2024 amendment — Beyond Julian LLC · Transcend Capital Management, LLC is no longer listed on the Feb 23, 2024 amendment — Beyond Medical Retail Fund, LLC · Transcend Capital Management, LLC is no longer listed on the Oct 25, 2023 amendment — Beyond Liquidity LLC

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Apr 11, 2024 ↗Form D/A · May 5, 2025 ↗Zhan Huimin — PartnerFacts page ↗Beyond Loan 1 LLC — PartnerFacts page ↗
Sources
Note · May 13, 2021 – Jul 29, 2026

4 offerings changed their target amount between filings

Offering amount changed between filings — Beyond Paradise 1, LLC · Offering amount changed between filings — Beyond Medical Retail Fund, LLC · Offering amount changed between filings — Urbanite Fund 5, LLC · Offering amount changed between filings — Beyond Liquidity LLC

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D/A (earlier) · Oct 27, 2025 ↗Form D/A (later) · Jul 29, 2026 ↗Beyond Paradise 1, LLC — PartnerFacts page ↗Form D/A (earlier) · Feb 24, 2023 ↗
Sources
Note · Sep 24, 2020 – Sep 26, 2025

10 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Beyond Experiential Debt Fund LLC (latest filing Sep 26, 2025) · No amendment in the last 12 months on an offering that may still be open — Beyond Experiential Industry Fund LLC (latest filing Sep 26, 2025) · No amendment in the last 12 months on an offering that may still be open — Beyond Loan 5 LLC (latest filing Jul 30, 2025) · No amendment in the last 12 months on an offering that may still be open — Beyond Loan 1 LLC (latest filing May 5, 2025) · No amendment in the last 12 months on an offering that may still be open — Beyond Julian LLC (latest filing Oct 25, 2024) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Sep 26, 2025 ↗Beyond Experiential Debt Fund LLC — PartnerFacts page ↗Form D/A · Sep 26, 2025 ↗Beyond Experiential Industry Fund LLC — PartnerFacts page ↗
Sources
Note · Oct 25, 2023 – Feb 23, 2024

Beyond Global Management LLC is written 2 different ways on the filings

listed as "Beyond Global Management LLC" on 3 filings (from Oct 25, 2023), and "Beyond Global Management" on 3 filings (from Feb 23, 2024).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Oct 25, 2023 ↗Form D/A · Feb 23, 2024 ↗Beyond Global Management LLC — PartnerFacts page ↗
Sources
Note · May 13, 2021 – Oct 20, 2022

Huimin Zhan is written 2 different ways on the filings

listed as "Huimin Zhan" on 42 filings (from May 13, 2021), and "Huimin Jenny Zhan" on 4 filings (from Oct 20, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · May 13, 2021 ↗Form D · Oct 20, 2022 ↗Huimin Zhan — PartnerFacts page ↗
Sources
Note · May 13, 2021 – Feb 25, 2022

Transcend Capital Management, LLC is written 2 different ways on the filings

listed as "Transcend Capital Management LLC" on 2 filings (from May 13, 2021), and "Transcend Capital Management" on 4 filings (from Feb 25, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · May 13, 2021 ↗Form D · Feb 25, 2022 ↗Transcend Capital Management, LLC — PartnerFacts page ↗
Sources
Note · May 11, 2022 – Jul 30, 2025

10 address changes between filings

Address moved from Irvine, CA to Houston, TX — Beyond Loan 5 LLC · Address moved from Irvine, CA to Houston, TX — Beyond Loan 4 LLC · Address moved from Irvine, CA to Houston, TX — Beyond Loan 1 LLC · Address moved from Irvine, CA to Houston, TX — Beyond Westminster 1 LLC · Address moved from Irvine, CA to Houston, TX — Beyond Liquidity LLC · and 5 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D · May 17, 2024 ↗Form D · Jul 30, 2025 ↗Beyond Loan 5 LLC — PartnerFacts page ↗Form D · Apr 23, 2024 ↗
Sources
Note · May 13, 2021 – Oct 7, 2022

Reported revenue range changed between filings — Beyond Liquidity LLC

"No Revenues" (May 13, 2021); then "Decline to Disclose" (Oct 7, 2022).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · May 13, 2021 ↗Form D/A · Oct 7, 2022 ↗Beyond Liquidity LLC — PartnerFacts page ↗
Sources
Note · Jun 16, 2026

Address on file is a registered agent / shared office — Urbanite Fund 5, LLC

The latest filing lists C/O Urbanite Capital, Llc, 1 Sansome Street, Suite 2080, San Francisco, CA. That address is used by 18 issuers in our index (18 issuers in 12 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Jun 16, 2026 ↗Urbanite Fund 5, LLC — PartnerFacts page ↗
Sources
Note · Dec 18, 2017 – Sep 10, 2026

Member companies were formed in 3 different states

Delaware (21), California (3), Texas (1) — out of 25 member issuers. The odd ones out: Urbanite GVC Fund, LLC (California); Urbanite GCM Fund, LLC (California); Urbanite Fund 5, LLC (California); Beyond Paradise 1, LLC (Texas).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Beyond — sponsor group page ↗Urbanite GVC Fund, LLC — PartnerFacts page ↗Urbanite GCM Fund, LLC — PartnerFacts page ↗Urbanite Fund 5, LLC — PartnerFacts page ↗
Sources
Note · Dec 18, 2017 – Sep 10, 2026

Member companies list addresses in 2 different states

CA (13), TX (12). 7 members use a registered-agent or shared-office address: CE-GH Urbanite Real Estate Fund 1, LLC (533 Airport Blvd., Suite 400, Burlingame, CA); CE-GH Urbanite Fund 2, LLC (One Sansome Street, Suite 3670, San Francisco, CA); Urbanite GVC Fund, LLC (1 Sansome Street, Suite 3670, San Francisco, CA); Urbanite GCM Fund, LLC (1 Sansome Street, Suite 3670, San Francisco, CA).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Beyond — sponsor group page ↗CE-GH Urbanite Real Estate Fund 1, LLC — PartnerFacts page ↗CE-GH Urbanite Fund 2, LLC — PartnerFacts page ↗Urbanite GVC Fund, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 71 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 35 offerings report sales commissions; 0 report finder's fees; 4 report proceeds to related persons totalling $9,990,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 10, 2026 D
Beyond Experiential Industry Fund LLC
File 021-597030
$0$0$0
N/A
None listed on this filingEDGAR ↗
Sep 10, 2026 D
Beyond Experiential Debt Fund LLC
File 021-597035
$0$0$0
N/A
None listed on this filingEDGAR ↗
Jul 29, 2026 D/A
Beyond Paradise 1, LLC
File 021-549240
$0$0$0None listed on this filingEDGAR ↗
Jul 6, 2026 D/A
Beyond Loan 4 LLC
File 021-511327
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2026 D/A
Urbanite Fund 5, LLC
File 021-549525
$0$0$0None listed on this filingEDGAR ↗
Jun 1, 2026 D/A
Beyond Loan 5 LLC
File 021-513639
$0$0$0None listed on this filingEDGAR ↗
Jun 1, 2026 D/A
Beyond Workspace, LLC
File 021-545264
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2026 D/A
Beyond Medical Retail Fund, LLC
File 021-434963
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2026 D/A
Beyond Preferred 1 Fund, LLC
File 021-533990
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2025 D/A
Beyond Liquidity LLC
File 021-399210
$0 (est.)$0 (est.)$200,000 (est.)
The Issuer will charge a one-time upfront 2% administration fee of the Debenture principal amount or a lower amount determined by the Issuer on a case-by-case basis. The estimated fee is based on meeting the $10000000 total offering amount.
None listed on this filingEDGAR ↗
Nov 7, 2025 D/A
Beyond Westminster 1 LLC
File 021-462321
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 7, 2025 D/A
Beyond Loan 3 LLC
File 021-495560
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 26, 2025 D/A
Beyond Experiential Industry Fund LLC
File 021-457081
$0$0$0
N/A
None listed on this filingEDGAR ↗
Sep 26, 2025 D/A
Beyond Experiential Debt Fund LLC
File 021-457083
$0$0$0
N/A
None listed on this filingEDGAR ↗
Jul 30, 2025 D
Beyond Loan 5 LLC
File 021-553225
$0$0$0None listed on this filingEDGAR ↗
May 5, 2025 D/A
Beyond Loan 1 LLC
File 021-479940
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 25, 2024 D/A
Beyond Julian LLC
File 021-445302
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2024 D/A
Urbanite Fund 5, LLC
File 021-496956
$0$0$0More than five (5) Associated Persons no CRD number reported
via Golden Gate Global Financial, LLC (CRD 317740 ↗)
EDGAR ↗
Sep 20, 2024 D
Beyond Experiential Debt Fund LLC
File 021-524550
$0$0$0
N/A
None listed on this filingEDGAR ↗
Sep 20, 2024 D
Beyond Experiential Industry Fund LLC
File 021-524551
$0$0$0
N/A
None listed on this filingEDGAR ↗
Oct 30, 2023 D/A
Urbanite Fund 5, LLC
File 021-415962
$0$0$0More than five (5) Associated Persons no CRD number reported
via Golden Gate Global Financial, LLC (CRD 317740 ↗)
EDGAR ↗
May 11, 2022 D
Beyond 12, LLC
File 021-445346
$0$0$0None listed on this filingEDGAR ↗
May 11, 2022 D
Transcend MF1 LLC
File 021-445307
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2021 D
BEYOND RETAIL EQUITY LLC
File 021-404451
$0 (est.)$0 (est.)$40,000 (est.)
Administrative Fee ranging from 0.5% to 2% based on invested capital. The above figure is an average if the full offering amount is met.
None listed on this filingEDGAR ↗
Feb 11, 2021 D/A
Urbanite Transcend Fund 1, LLC
File 021-360437
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2021 D/A
TRIDENT DC1 LLC
File 021-385197
$0$0$2,000,000
The Managing Member or designated entity will receive a one-time payment of a subscription fee and an investment services fee, each equal to 1.0% of Capital Commitment. The estimated fee above is based on meeting the $100000000 total offering amount.
None listed on this filingEDGAR ↗
Jan 15, 2021 D
Transcend SFR1 LLC
File 021-386593
$0$0$7,750,000
The Managing Member and affiliates will receive non-transaction fees for structuring and organizing the entity and managing its assets. The estimated fee is based on raising the total offering amount and all investors investing only the minimum amount.
None listed on this filingEDGAR ↗
Sep 11, 2019 D/A
Urbanite GCM Fund, LLC
File 021-325117
$0$0$0None listed on this filingEDGAR ↗
Sep 6, 2019 D
Good Hope Urbanite Premium Linked Fund, LLC
File 021-348178
$0$0$0None listed on this filingEDGAR ↗
Sep 4, 2019 D/A
CE-GH Urbanite Fund 2, LLC
File 021-324045
$0$0$0None listed on this filingEDGAR ↗
May 31, 2019 D
Urbanite GCM Fund, LLC
File 021-340872
$0$0$0None listed on this filingEDGAR ↗
Aug 23, 2018 D
Urbanite GVC Fund, LLC
File 021-319951
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2018 D
CE-GH Urbanite Fund 2, LLC
File 021-314308
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2017 D
CE-GH Urbanite Real Estate Fund 1, LLC
File 021-301021
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2017 D
CE-GH Urbanite Real Estate Fund 1, LLC
File 021-284815
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 25 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 2 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 2 ownership records matched to Beyond in the sources searched.

Owner of record Dallas County TX
Parcel 00000516449600000 · DALLAS, TX · Roll 2026
Owner as listed: BEYOND WESTMINSTER 1 LLC
Matched on: exact company name; recorded in TX, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 00000693841000000 · DALLAS, TX · Roll 2026
Owner as listed: BEYOND LOAN 1 LLC
Matched on: exact company name; recorded in CA, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CG CE-GH Urbanite Real Estate Fund 1, LLCshared people, shared management entity, similar issuer namesBURLINGAME, CAPooled Investment Fund2$0
offering $50,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗CG CE-GH Urbanite Fund 2, LLCshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund3$200,711,078
offering $255,150,000 · similar: $155,000–$5,250,000
556
similar: 4–27
$200,000
similar: $1,000–$100,000
2018–2019
EDGAR ↗UG Urbanite GVC Fund, LLCshared people, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $50,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗UG Urbanite GCM Fund, LLCshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$5,850,000
offering $50,000,000 · similar: $155,000–$5,250,000
23
similar: 4–27
$150,000
similar: $1,000–$100,000
2018–2019
EDGAR ↗GH Good Hope Urbanite Premium Linked Fund, LLCshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$12,000,000
offering $212,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$250,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗UT Urbanite Transcend Fund 1, LLCshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$11,770,000
offering Indefinite · similar: $155,000–$5,250,000
45
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗TD TRIDENT DC1 LLCshared people, same business addressIRVINE, CACommercial2$0
offering $100,000,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$3,000,000
similar: $20,000–$50,000
2021–2021
EDGAR ↗TS Transcend SFR1 LLCshared people, shared management entity, same business address, similar issuer namesIRVINE, CAREITS and Finance1$0
offering $100,000,000 · similar: $125,000–$125,000
0
similar: 124–125
$100,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗BL Beyond Liquidity LLCshared people, shared management entity, same business address, similar issuer namesHouston, TXCommercial5$52,617,880
offering Indefinite · similar: $1,815,000–$10,000,000
123
similar: 7–33
$100,000
similar: $20,000–$50,000
2021–2025
EDGAR ↗BR BEYOND RETAIL EQUITY LLCshared people, shared management entity, same business address, similar issuer namesIRVINE, CACommercial1$200,000
offering $4,000,000 · similar: $1,815,000–$10,000,000
1
similar: 7–33
$150,000
similar: $20,000–$50,000
2021–2021
EDGAR ↗UF Urbanite Fund 5, LLCshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund7$16,655,000
offering $50,000,000 · similar: $155,000–$5,250,000
43
similar: 4–27
$150,000
similar: $1,000–$100,000
2021–2026
EDGAR ↗BM Beyond Medical Retail Fund, LLCshared people, shared management entity, same business address, similar issuer namesHOUSTON, TXCommercial5$21,540,000
offering Indefinite · similar: $1,815,000–$10,000,000
49
similar: 7–33
$100,000
similar: $20,000–$50,000
2022–2026
EDGAR ↗BJ Beyond Julian LLCshared people, same business address, similar issuer namesHouston, TXCommercial2$10,225,000
offering Indefinite · similar: $1,815,000–$10,000,000
18
similar: 7–33
$200,000
similar: $20,000–$50,000
2022–2024
EDGAR ↗B1 Beyond 12, LLCshared people, shared management entity, same business address, similar issuer namesIRVINE, CACommercial1$5,900,000
offering Indefinite · similar: $1,815,000–$10,000,000
9
similar: 7–33
$200,000
similar: $20,000–$50,000
2022–2022
EDGAR ↗TM Transcend MF1 LLCshared people, shared management entity, same business address, similar issuer namesIRVINE, CACommercial1$2,100,000
offering Indefinite · similar: $1,815,000–$10,000,000
8
similar: 7–33
$500,000
similar: $20,000–$50,000
2022–2022
EDGAR ↗BE Beyond Experiential Industry Fund LLCshared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund5$2,195,000
offering Indefinite · similar: $500,000–$16,420,250
9
similar: 2–28
$200,000
similar: $5,000–$100,000
2022–2026
EDGAR ↗BE Beyond Experiential Debt Fund LLCshared people, same business address, similar issuer namesHOUSTON, TXPooled Investment Fund5$600,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2026
EDGAR ↗BW Beyond Westminster 1 LLCshared people, same business addressIRVINE, CACommercial4$12,540,000
offering Indefinite · similar: $1,815,000–$10,000,000
32
similar: 7–33
$150,000
similar: $20,000–$50,000
2022–2025
EDGAR ↗BL Beyond Loan 1 LLCshared people, same business address, similar issuer namesHOUSTON, TXOther Real Estate3$3,380,000
offering Indefinite · similar: $2,250,000–$16,950,000
10
similar: 5–32
$100,000
similar: $15,000–$100,000
2023–2025
EDGAR ↗BL Beyond Loan 3 LLCshared people, same business address, similar issuer namesHouston, TXCommercial3$5,080,000
offering Indefinite · similar: $1,815,000–$10,000,000
33
similar: 7–33
$100,000
similar: $20,000–$50,000
2023–2025
EDGAR ↗BL Beyond Loan 4 LLCshared people, same business address, similar issuer namesHOUSTON, TXOther Real Estate3$64,000,000
offering Indefinite · similar: $2,250,000–$16,950,000
21
similar: 5–32
$50,000
similar: $15,000–$100,000
2024–2026
EDGAR ↗BL Beyond Loan 5 LLCshared people, same business address, similar issuer namesHOUSTON, TXOther Real Estate3$2,460,000
offering Indefinite · similar: $2,250,000–$16,950,000
11
similar: 5–32
$200,000
similar: $15,000–$100,000
2024–2026
EDGAR ↗BP Beyond Preferred 1 Fund, LLCshared people, same business addressHOUSTON, TXCommercial2$8,335,000
offering Indefinite · similar: $1,815,000–$10,000,000
22
similar: 7–33
$50,000
similar: $20,000–$50,000
2025–2026
EDGAR ↗BW Beyond Workspace, LLCshared people, same business addressHOUSTON, TXCommercial2$7,350,000
offering Indefinite · similar: $1,815,000–$10,000,000
12
similar: 7–33
$100,000
similar: $20,000–$50,000
2025–2026
EDGAR ↗BP Beyond Paradise 1, LLCshared people, same business addressHOUSTON, TXResidential3$16,518,065
offering $80,000,000 · similar: $4,000,000–$20,000,000
21
similar: 4–46
$800,000
similar: $25,000–$100,000
2025–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 10, 2026Beyond Experiential Debt Fund LLCDPooled Investment FundIndefinite$600,000
EDGAR ↗Sep 10, 2026Beyond Experiential Industry Fund LLCDPooled Investment FundIndefinite$2,095,000
EDGAR ↗Jul 29, 2026Beyond Paradise 1, LLCD/AResidential$80,000,000$16,518,065
EDGAR ↗Jul 6, 2026Beyond Loan 4 LLCD/AOther Real EstateIndefinite$64,000,000
EDGAR ↗Jun 16, 2026Urbanite Fund 5, LLCD/APooled Investment Fund$50,000,000$16,655,000
EDGAR ↗Jun 1, 2026Beyond Workspace, LLCD/ACommercialIndefinite$6,600,000
EDGAR ↗Jun 1, 2026Beyond Loan 5 LLCD/AOther Real EstateIndefinite$1,265,676
EDGAR ↗Feb 4, 2026Beyond Medical Retail Fund, LLCD/ACommercialIndefinite$21,540,000
EDGAR ↗Jan 12, 2026Beyond Preferred 1 Fund, LLCD/ACommercialIndefinite$8,335,000
EDGAR ↗Nov 7, 2025Beyond Loan 3 LLCD/ACommercialIndefinite$5,080,000
EDGAR ↗Nov 7, 2025Beyond Westminster 1 LLCD/ACommercialIndefinite$5,686,213
EDGAR ↗Nov 7, 2025Beyond Liquidity LLCD/ACommercialIndefinite$52,617,880
EDGAR ↗Oct 27, 2025Beyond Paradise 1, LLCD/AResidential$24,000,000$3,200,000
EDGAR ↗Sep 26, 2025Beyond Experiential Debt Fund LLCD/APooled Investment FundIndefinite$600,000
EDGAR ↗Sep 26, 2025Beyond Experiential Industry Fund LLCD/APooled Investment FundIndefinite$2,195,000
EDGAR ↗Jul 30, 2025Beyond Loan 5 LLCDOther Real EstateIndefinite$2,460,000
EDGAR ↗Jun 23, 2025Urbanite Fund 5, LLCDPooled Investment Fund$50,000,000$3,500,000
EDGAR ↗Jun 18, 2025Beyond Paradise 1, LLCDResidential$24,000,000$0
EDGAR ↗May 5, 2025Beyond Workspace, LLCDCommercialIndefinite$7,350,000
EDGAR ↗May 5, 2025Beyond Loan 4 LLCD/AOther Real EstateIndefinite$6,610,000
EDGAR ↗May 5, 2025Beyond Loan 1 LLCD/AOther Real EstateIndefinite$3,380,000
EDGAR ↗Feb 20, 2025Beyond Medical Retail Fund, LLCD/ACommercialIndefinite$21,240,000
EDGAR ↗Jan 2, 2025Beyond Preferred 1 Fund, LLCDCommercialIndefinite$3,290,000
EDGAR ↗Oct 28, 2024Beyond Liquidity LLCD/ACommercialIndefinite$47,707,880
EDGAR ↗Oct 28, 2024Beyond Westminster 1 LLCD/ACommercialIndefinite$12,540,000
EDGAR ↗Oct 25, 2024Beyond Loan 3 LLCD/ACommercialIndefinite$3,320,000
EDGAR ↗Oct 25, 2024Beyond Julian LLCD/ACommercialIndefinite$10,225,000
EDGAR ↗Oct 21, 2024Urbanite Fund 5, LLCD/APooled Investment Fund$50,000,000$5,651,909
EDGAR ↗Sep 20, 2024Beyond Experiential Industry Fund LLCDPooled Investment FundIndefinite$2,075,000
EDGAR ↗Sep 20, 2024Beyond Experiential Debt Fund LLCDPooled Investment FundIndefinite$500,000
EDGAR ↗May 17, 2024Beyond Loan 5 LLCDOther Real EstateIndefinite$1,965,000
EDGAR ↗Apr 23, 2024Beyond Loan 4 LLCDOther Real EstateIndefinite$3,650,000
EDGAR ↗Apr 11, 2024Beyond Loan 1 LLCD/AOther Real EstateIndefinite$950,000
EDGAR ↗Feb 23, 2024Beyond Medical Retail Fund, LLCD/ACommercialIndefinite$21,090,000
EDGAR ↗Nov 13, 2023Urbanite Fund 5, LLCDPooled Investment Fund$50,000,000$320,000
EDGAR ↗Oct 30, 2023Urbanite Fund 5, LLCD/APooled Investment Fund$50,000,000$0
EDGAR ↗Oct 25, 2023Beyond Liquidity LLCD/ACommercialIndefinite$6,394,000
EDGAR ↗Oct 25, 2023Beyond Westminster 1 LLCD/ACommercialIndefinite$6,580,000
EDGAR ↗Oct 25, 2023Beyond Loan 3 LLCDCommercialIndefinite$3,220,000
EDGAR ↗Sep 8, 2023Beyond Experiential Debt Fund LLCD/APooled Investment FundIndefinite$500,000
EDGAR ↗Sep 8, 2023Beyond Experiential Industry Fund LLCD/APooled Investment FundIndefinite$2,195,000
EDGAR ↗Apr 25, 2023Beyond Loan 1 LLCDOther Real EstateIndefinite$400,000
EDGAR ↗Feb 24, 2023Beyond Medical Retail Fund, LLCD/ACommercial$45,000,000$18,710,000
EDGAR ↗Oct 20, 2022Beyond Westminster 1 LLCDCommercialIndefinite$10,810,000
EDGAR ↗Oct 7, 2022Beyond Liquidity LLCD/ACommercialIndefinite$13,860,000
EDGAR ↗Aug 26, 2022Beyond Experiential Debt Fund LLCDPooled Investment FundIndefinite$0
EDGAR ↗Aug 26, 2022Beyond Experiential Industry Fund LLCDPooled Investment FundIndefinite$0
EDGAR ↗May 11, 2022Transcend MF1 LLCDCommercialIndefinite$2,100,000
EDGAR ↗May 11, 2022Beyond 12, LLCDCommercialIndefinite$5,900,000
EDGAR ↗May 11, 2022Beyond Julian LLCDCommercialIndefinite$3,300,000
EDGAR ↗Feb 25, 2022Beyond Medical Retail Fund, LLCDCommercial$45,000,000$13,400,000
EDGAR ↗Oct 7, 2021Urbanite Fund 5, LLCD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 6, 2021Urbanite Fund 5, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jun 28, 2021BEYOND RETAIL EQUITY LLCDCommercial$4,000,000$200,000
EDGAR ↗May 13, 2021Beyond Liquidity LLCDCommercial$10,000,000$150,000
EDGAR ↗Feb 11, 2021Urbanite Transcend Fund 1, LLCD/APooled Investment FundIndefinite$11,770,000
EDGAR ↗Jan 15, 2021Transcend SFR1 LLCDREITS and Finance$100,000,000$0
EDGAR ↗Jan 15, 2021TRIDENT DC1 LLCD/ACommercial$100,000,000$0
EDGAR ↗Jan 5, 2021TRIDENT DC1 LLCDCommercial$100,000,000$0
EDGAR ↗Feb 13, 2020Urbanite Transcend Fund 1, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Sep 11, 2019Urbanite GCM Fund, LLCD/APooled Investment Fund$50,000,000$5,850,000
EDGAR ↗Sep 6, 2019Good Hope Urbanite Premium Linked Fund, LLCDPooled Investment Fund$212,000,000$12,000,000
EDGAR ↗Sep 4, 2019CE-GH Urbanite Fund 2, LLCD/APooled Investment Fund$255,150,000$200,711,078
EDGAR ↗Jun 5, 2019Urbanite GCM Fund, LLCD/APooled Investment Fund$50,000,000$4,400,000
EDGAR ↗May 31, 2019Urbanite GCM Fund, LLCDPooled Investment Fund$50,000,000$3,800,000
EDGAR ↗Nov 6, 2018Urbanite GCM Fund, LLCDPooled Investment Fund$50,000,000$0
EDGAR ↗Oct 22, 2018CE-GH Urbanite Fund 2, LLCDPooled Investment Fund$40,000,000$0
EDGAR ↗Aug 23, 2018Urbanite GVC Fund, LLCDPooled Investment Fund$50,000,000$0
EDGAR ↗Jun 11, 2018CE-GH Urbanite Fund 2, LLCDPooled Investment Fund$200,000,000$0
EDGAR ↗Dec 18, 2017CE-GH Urbanite Real Estate Fund 1, LLCDPooled Investment Fund$50,000,000$0
EDGAR ↗Apr 14, 2017CE-GH Urbanite Real Estate Fund 1, LLCDPooled Investment Fund$100,000,000$0

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 10, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2017–2020), Commercial (2021), REITS and Finance (2021), Commercial (2021), Pooled Investment Fund (2021), Commercial (2022), Pooled Investment Fund (2022), Commercial (2022), Other Real Estate (2023), Commercial (2023), Pooled Investment Fund (2023), Other Real Estate (2024), Pooled Investment Fund (2024), Commercial (2025), Residential (2025), Pooled Investment Fund (2025), Other Real Estate (2025). Latest offering: Pooled Investment Fund (2026; most recent Sep 10, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
HZ Huimin ZhanExecutive Officer, Director, Promoter20Feb 13, 2020 → Sep 10, 2026
SK Steven KayDirector, Promoter7Apr 14, 2017 → Jun 16, 2026
TC Transcend Capital Management, LLC entityDirector, Promoter7Feb 13, 2020 → Feb 24, 2023
MJ Mark JorgensenDirector, Promoter6Apr 14, 2017 → Jun 16, 2026
UC Urbanite Capital, LLC entityPromoter6Apr 14, 2017 → Jun 16, 2026
PT Peter TsuDirector, Promoter3Apr 14, 2017 → Sep 6, 2019
CG CE-GH Fund Management, LLC entityExecutive Officer, Promoter3Apr 14, 2017 → Sep 6, 2019
CU CreditEase Urbanite Capital, LLC entityPromoter3Apr 14, 2017 → Sep 6, 2019
BG Beyond Global Management LLC entityDirector2Oct 25, 2023 → Feb 4, 2026
JZ Jenny ZhanDirector, Promoter2Sep 4, 2019 → Sep 6, 2019
JZ Jenny ZahnDirector, Promoter2Apr 14, 2017 → Oct 22, 2018
MG Management LLC Beyond GlobalDirector1Oct 25, 2024 → Oct 25, 2024
ZH Zhan HuiminExecutive Officer1Apr 25, 2023 → Apr 11, 2024
MC Management LLC Transcend CapitalDirector1May 11, 2022 → May 11, 2022
UT Urbanite Transcend, LLC entityPromoter1Feb 13, 2020 → Feb 11, 2021
TI TRIDENT INVESTMENT (US), LLC entityDirector1Jan 5, 2021 → Jan 15, 2021
GP Geraldine PannuDirector, Promoter1May 31, 2019 → Sep 11, 2019
UG Urbanite GCM, LLC entityPromoter1Sep 11, 2019 → Sep 11, 2019
CU Capital, LLC UrbanitePromoter1Dec 18, 2017 → Dec 18, 2017
MG Management, LLC GE-GH Fund entityExecutive Officer1Dec 18, 2017 → Dec 18, 2017
CU Capital, LLC CreditEase UrbanitePromoter1Dec 18, 2017 → Dec 18, 2017

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Beyond.

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Beyond's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #230,005 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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