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 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 269% of the manager's regulatory AUM.

BETTERMENT LLC StockAlpha

-3.1%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BETTERMENT LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 25.41% ETF -4.12% -1.43% 6 8%
VTI 11.89% ETF 1.78% 0.03% 3 10%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

BETTERMENT LLC Contact Information

Phone Number: 212-228-1328
Fax Number: N/A
Website:

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