Chief Strategist · Foliobeyond, LLC
Dean T. Smith
CRD 2378085 · Named on Form ADV at one SEC-registered adviser
At a glance
Foliobeyond, LLC, an SEC-registered asset manager with $207 million in regulatory assets, lists Dean T. Smith on its Form ADV as Chief Strategist, a control person.
Firms and roles
- Foliobeyond, LLCChief StrategistAsset manager · United States · $207M in regulatory assets
AtlasMembers
Dean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Yung C. LimChief Executive Officer, Co-Cio, Chief Compliance Officer, Foliobeyond, LLC
- Samir VarmaQuantitative Modeling Consultant, Foliobeyond, LLC
- George P. LucaciGlobal Head of Distribution, Foliobeyond, LLC
- Robert J. HarringtonChief Technology Officer, Foliobeyond, LLC
- Neeraj S. ParasherOwner, Foliobeyond, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.