Beyond Alpha Ventures

Overview

The firm says its strategies are designed around personalized client goals and long-term wealth growth.¹

History

Beyond Alpha Ventures’ news page records an April 24, 2025 announcement describing the firm as a multi-strategy family office and hedge fund.² A Form ADV filing dated May 5, 2025 identifies Beyond Alpha Ventures L.L.C. as a state exempt reporting adviser with CRD number 335400.³

Leadership

The team page identifies Jacob D. Frankel as Chief Executive Officer and Frederick W. Newcomb as a Board Member.⁴ The firm’s website also identifies Jacob Kobe Frankel as CEO and co-founder.¹

Services

Beyond Alpha Ventures describes an investment model combining late-stage private equity, secondary-market opportunities, and algorithmic public-market strategies.⁵ The firm says it uses proprietary artificial-intelligence-assisted research tools for due diligence, portfolio monitoring, and market analysis.⁵

What the firm offers

• Private and alternative investments

Client Focus

The firm presents its strategies as adaptable to personalized client goals and focused on long-term wealth growth.¹

Approach

Beyond Alpha Ventures describes personalized investment-strategy design as part of its approach.¹ Its portfolio spans artificial intelligence, entertainment, aerospace, cybersecurity, cloud and data, healthcare, hospitality, crypto, music, SaaS, fintech, document management, and brokerage.⁶

Portfolio and Investment Stages

The portfolio page presents historical and current investments in companies including SandboxAQ, Axispoint, xAI, Kraken, and SpaceX.⁶ The firm describes investments across early, growth, late, Series B, Series E, and IPO stages.⁶

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.