Betteredge Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$81.4M
Discretionary
$0
0% of AUM
Avg account
$81.4M
Accounts
1
Employees
4
Advisory reps
2

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
  • HNWI100%
Services
Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Betteredge Capital LLC is a small, privately owned advisory firm organized as an LLC that describes itself as a capital allocator and operates on a fixed‑fee basis. The firm lists financial planning, selection of other advisers, periodical publication and educational seminars/workshops among its advisory activities, indicating a mix of direct client guidance and manager‑selection services rather than a pure portfolio‑management boutique. Betteredge is not an active ESG investor, does not report multi‑state adviser status, and does not position itself as a pension consultant or related adviser. SEC registration is shown for 2025 and ownership is individual; the firm is classified as unclassified in the available filing.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 95%, Cash & Cash Equivalents 5%95%
  • Private Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Jonathan Lee

    Chief Compliance OfficerCRD 6824424

  • Samir Raslan

    Samir Raslan

    Founder and Chief Executive OfficerCRD 1529778

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth