Global Head of Distribution · Foliobeyond, LLC
George P. Lucaci
CRD 1933775 · 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 George P. Lucaci on its Form ADV as Global Head of Distribution, a control person.
Firms and roles
- Foliobeyond, LLCGlobal Head of DistributionAsset manager · United States · $207M in regulatory assets
AtlasMembers
George’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
- Dean T. SmithChief Strategist, 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 George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.