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Private company

Beyond Investing

Logo: beyondinvesting.com2

Beyond Investing is an investment management corporation focused on veganism based in Delaware.1 Its chief executive is Claire Smith.1

Last updated Oct 21, 2026.

Overview

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Corporate structure

Beyond Investing is part of a group headed by Beyond Advisors Ltd. 2 entities on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Beyond Investing

  • Claire Elizabeth Smith Owns 25% to 50% of Beyond Investing, since 08/2019 (Form ADV)
  • Partners Co Ic Owns 25% to 50% of Beyond Advisors Ltd, since 12/2018 (Form ADV)
  • Alpha Strategies Limited Owns 75% or more of Partners Co Ic, since 12/2018 (Form ADV)
  • Lawrence Robert Abele Owns 75% or more of Alpha Strategies Limited, since 06/2017 (Form ADV)
  • Beyond Advisors Ltd
    • Beyond Investing Delaware

Built from major holders from Schedules 13D and 13G; owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Beyond Investing is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$136.7M3 1 account, all with discretion
  • Employees3 2 in investment advice or research
  • ClientsInvestment companies: 1 ($136.7M)
  • How it is paidA percentage of assets under its management
  • What it doesPortfolio management for investment companies
  • Holds client assetsNo
  • Client brochureExempt from delivering one (Form ADV Part 2), so there is none to quote
  • RegistrationSEC 801-116758, CRD 304093 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • BEYOND ADVISORS LTDowns 75% or more, since 04/2019
  • Claire Elizabeth Smithowns 25% to 50%, since 08/2019
  • ALPHA STRATEGIES LIMITEDowns 75% or more of PARTNERS CO IC, since 12/2018
  • Lawrence Robert Abeleowns 75% or more of ALPHA STRATEGIES LIMITED, since 06/2017
  • PARTNERS CO ICowns 25% to 50% of BEYOND ADVISORS LTD, since 12/2018
  • Claire Elizabeth Smithowns 25% to 50% of BEYOND ADVISORS LTD CCO, since 06/2017

Leadership

Who has led Beyond Investing, and when. Pick a name to see everywhere that person has worked.

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
    Company websiteBeyond Investing logo
  3. 3