{
  "crd_number": 334496,
  "slug": "betteredge-capital-llc-new-york-ny-334496",
  "primary_business_name": "BETTEREDGE CAPITAL LLC",
  "legal_name": "BETTEREDGE CAPITAL LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 81423847.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 81423847.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 81423847.0,
      "count": null,
      "description": "NON-US CORPORATION",
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://betteredge.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334496",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/betteredge-capital-llc-new-york-ny-334496",
  "display_name": "Betteredge Capital LLC",
  "summary": "Betteredge Capital LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. Betteredge Capital LLC (CRD 334496): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Betteredge Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Betteredge Capital LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Betteredge Capital LLC located?",
      "a": "Betteredge Capital LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Betteredge Capital LLC registered with the SEC or a state?",
      "a": "Betteredge Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334496."
    },
    {
      "q": "How much does Betteredge Capital LLC manage?",
      "a": "Betteredge Capital LLC reports $81,423,847 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (0% discretionary)."
    },
    {
      "q": "How have Betteredge Capital LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Betteredge Capital LLC: Regulatory assets under management: $75,000,000 in the October 2025 data and $81,423,847 in the October 2026 data, up 9%. Total employees: 2 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Which custodians does Betteredge Capital LLC use?",
      "a": "Betteredge Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Betteredge Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334496"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 75000000.0,
      "total_employees": 2,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 81423847.0,
      "total_employees": 4,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citi Bank",
      "name_as_filed": "CITI BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/betteredge-capital-llc-new-york-ny-334496.md",
  "clients": [
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 81423847.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334496",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}