Betteredge Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 334496
- Registered since
- February 25, 2025
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Fixed Fees
- Client types
- Other100%
- Services
- Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Betteredge Capital LLC is an SEC-registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm is owned by an individual and describes itself as a capital allocator that charges fixed fees. Its regulatory filing highlights advisory activities that emphasize financial planning, selecting outside managers, publishing periodicals or newsletters, and running educational seminars and workshops. The firm does not position itself as an ESG investor and reports it is not a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Jonathan Lee
Chief Compliance OfficerCRD 6824424
Samir Raslan
Founder and Chief Executive OfficerCRD 1529778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 610 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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