# Beyond Borders Investment Strategies, LLC

> Beyond Borders Investment Strategies, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 169513
- Filed as: BEYOND BORDERS INVESTMENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169513
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-borders-investment-strategies-llc-169513

## Quick answers

**How is Beyond Borders Investment Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beyond Borders Investment Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Beyond Borders Investment Strategies, LLC registered with the SEC or a state?**
Beyond Borders Investment Strategies, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169513.

**How much does Beyond Borders Investment Strategies, LLC manage?**
Beyond Borders Investment Strategies, LLC reports $482,568 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**Does Beyond Borders Investment Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169513

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $482,568
- Discretionary: $482,568
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $482,568 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bbistrategies.com
- X @BBISTRATEGIES

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Borders Investment Strategies, LLC (CRD 169513): Form ADV filing data as of October 2026.