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
- HNWI100%
- Services
- Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
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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