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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About Betteredge Capital LLC
Betteredge Capital is a New York-based wealth management advisor serving ultra-high-net-worth families and entrepreneurs with tailored, objective portfolio guidance. The team uses disciplined, research-driven asset allocation and risk management across major asset classes and structures, including ETFs, mutual funds, and private markets. Betteredge evaluates strategies and products from major banks/providers and leverages banking, research, and technology partnerships to support portfolio optimization and planning.
Reported data analysis
What the numbers show
Between February 24, 2025 and June 18, 2026, reported AUM increased 8.6%, from $75.0M to $81.4M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $16.3M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SAMIR NIZAR RASLAN
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
JONATHAN DAVID LEE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $81,423,847 | $81,423,847 |
| Total | $81,423,847 | $81,423,847 |
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Separately Managed Accounts
SMA allocation detail is available
Betteredge Capital LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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