B
$115.4M Total AUM
$115.4M Disc. AUM
-- 3Y CAGR
3 Employees
169 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · State Street
- Clients
- Retail
- Platforms
- OakOak glacier
- Established Date
- 08-23-2013
- Office Locations
- 1
Office Locations
50 Milk Street, 16th Floor Boston MA
About Beyond Your Hammock LLC
Beyond Your Hammock LLC is a Boston-based RIA providing comprehensive wealth management and financial planning for busy professionals and entrepreneurs navigating complex income, taxes, and equity compensation. The team helps clients organize cash decisions, build and maintain a long-term plan, and implement portfolios focused largely on ETFs, alongside mutual funds and fixed income. Custody includes Charles Schwab.
Team overview
43 AVG AGE
$57.7M AVG AUM / ADVISOR
$683.1K AVG AUM / CLIENT
12.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Quantum Fusion atlas Glacier vector Vertex Wave pathway
Client Personas
Ember
Custodian
Ridge matrix Insight
Investment Themes
Matrix Pathway zenith Insight prime
Investment Vehicles
Ridge Capital
Platform
Legacy bridge
Services
Capital bridge Alpha eagle Foundation meridian Focus unison Vector alpha Glacier Glacier horizon Legacy
Technology
Optima beacon Pioneer matrix
Owner & Executives
ERIC HENRY ROBERGE
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5481409
- Ownership
- 75% or more
(808) 537-9716
focus.timber@deltacapital.com
in linkedin.com/in/atlas-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,437,648 | $312,839 |
| Non-Discretionary | $0 | -- |
| Total | $115,437,648 | $312,839 |
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Separately Managed Accounts
Total SMA Asset: $115,437,648
Equity - Exchange:
14.8% Public Funds:
20.8% Corporate - Investment Grade:
23.0% Cash:
17.7% Municipal Bonds:
4.5% Other:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $782,020,176 | 14.8% |
| Public Funds | $1,099,055,382 | 20.8% |
| Corporate - Investment Grade | $1,215,301,624 | 23.0% |
| Cash | $935,253,859 | 17.7% |
| Municipal Bonds | $237,776,405 | 4.5% |
| Other | $1,014,512,660 | 19.2% |
| Total | $5,283,920,106 | 100.0% |