SourcingSourcing

BETTEREDGE CAPITAL LLC

B51
CRD 334496·SEC 801-131941·NEW YORK, NY
AUM
$81.4M
$25M-$100M
Est. Revenue
$814K
@ 1% on AUM
Est. EBITDA
$244K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BETTEREDGE CAPITAL LLC
CRD
334496
SEC file #
801-131941
EIN
—
DBA names
—

Economics

AUM
$81.4M
AUM band
$25M-$100M
AUM trajectory
'25'26
$75.0M → $81.4M▲ +9%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningSelection of other advisersPublication of periodicalsEducational Seminars Workshops
Fee basis
Fixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
betteredge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RASLAN, SAMIR, NIZAR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RASLAN, SAMIR, NIZAR
LEE, JONATHAN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BETTEREDGE.COM
Rdap Domain Creation Date
2004-02-08T19:03:39Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-08T19:03:39Z
Rdap Domain Last Changed
2026-02-09T14:08:19Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1529778
Trust Company Affiliate
No

People (2)

2
RASLAN, SAMIR, NIZAR
Direct Owner · 87.5%
1529778
LEE, JONATHAN, DAVID
Executive Officer · 2.5%
6824424