AdvisorCensus / Financial advisors / California / San Francisco / IG Better Future Management, LLC
IG Better Future Management, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.
Quick answers
From the filingHow is IG Better Future Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), IG Better Future Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is IG Better Future Management, LLC located?
IG Better Future Management, LLC's principal office is in Menlo Park, CA, according to its Form ADV.
Is IG Better Future Management, LLC registered with the SEC or a state?
IG Better Future Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 314033.
How much does IG Better Future Management, LLC manage?
IG Better Future Management, LLC reports $128,285,698 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (2% discretionary).
What types of clients does IG Better Future Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (19).
Does IG Better Future Management, LLC report any disciplinary disclosures?
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/314033
Does IG Better Future Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum investment in any Client managed by IG Better Future Management is generally $100,000, subject to manager discretion, considering each Investor’s circumstances, investment objectives, and the availability of the relevant investment opportunity."
What changed in IG Better Future Management, LLC's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment in any Client managed by IG Better Future Management is generally $100,000, subject to manager discretion, considering each Investor’s circumstances, investment objectives, and the availability of the relevant investment opportunity.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$128,285,698 as of October 2026, filing dated April 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. IG Better Future Management, LLC (CRD 314033): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ig-better-future-management-llc-menlo-park-ca-314033