BETTERMENT LLC Overview
Betterment Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 85 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 29BN in positions, representing 1328% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 29BN in positions, representing 1328% of the manager's regulatory AUM.
BETTERMENT LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BETTERMENT LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 20.62% | ETF | 2.79% | -0.15% | 7 | 0% | ||
| VEA | 15.25% | ETF | 1.46% | -0.26% | 7 | 0% | ||
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FEATURED IN
BETTERMENT LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jonathan B. Stein | Chief Executive Officer | August-2008 |
| Eli D. Broverman | Chief Operating Officer, Chief Compliance Officer | August-2008 |
BETTERMENT LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BETTERMENT LLC Investment Strategy
BETTERMENT LLC Portfolio Concentration
BETTERMENT LLC Location
61 WEST 23RD STREET
5TH FLOOR
NEW YORK, New York
UNITED STATES, 10010
5TH FLOOR
NEW YORK, New York
UNITED STATES, 10010
BETTERMENT LLC Contact Information
Phone Number: 212-228-1328
Fax Number: N/A
Website: http://www.betterment.com
Fax Number: N/A
Website: http://www.betterment.com
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