Betteredge Capital LLC

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Assets, Funds, Holdings

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Betteredge Capital LLC
CRD #334496
SEC #801-131941
CIK #
AUM $75.0 M (2025-02-24)
Employees 2 (50% Investors, 0% Brokers)
Phone212-249-8405
Address610 Fifth Avenue
New York, NY 10020
Source [IAPD] [Website]
Total AUM ($M)
806448321602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 75.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 75.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 75.0
Total 1 75.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 75.0
Total 1 75.0
Comparable Firms State AUM ($B)
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The Rikoon Group LLC
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Comprehensive Capital Management Inc
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Stirlingshire RIA LLC
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ANEW Advisors LLC
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