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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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