0000905718-15-000271.txt : 20150223 0000905718-15-000271.hdr.sgml : 20150221 20150223150124 ACCESSION NUMBER: 0000905718-15-000271 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20150223 DATE AS OF CHANGE: 20150223 EFFECTIVENESS DATE: 20150223 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Betterment Holdings, Inc. CENTRAL INDEX KEY: 0001508388 IRS NUMBER: 262916937 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-234542 FILM NUMBER: 15639396 BUSINESS ADDRESS: STREET 1: 61 W. 23RD STREET, FIFTH FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 BUSINESS PHONE: (212) 228-1328 MAIL ADDRESS: STREET 1: 61 W. 23RD STREET, FIFTH FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 D 1 primary_doc.xml X0707 D LIVE 0001508388 Betterment Holdings, Inc. 61 W. 23RD STREET, FIFTH FLOOR NEW YORK NY NEW YORK 10010 212-228-1328 DELAWARE Betterment Holdings LLC None Corporation true Jonathan Stein c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Executive Officer Director John Jarve c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Director Rob Stavis c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Director Philip Riese c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Director Ryan O'Sullivan c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Director Eli Broverman c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Executive Officer Director Peter Christodoulo c/o Betterment, 61 W. 23rd St., 5th Fl. New York NY NEW YORK 10010 Director Other Banking and Financial Services Decline to Disclose 06b false 2015-02-18 false true false 0 60000000 60000000 0 false 10 0 0 0 true Some of the proceeds will be used for general corporate purposes, which may include salaries and other fees to those listed in Item 3. false Betterment Holdings, Inc. /s/ Jonathan Stein Jonathan Stein President 2015-02-23