0001508388-21-000001.txt : 20211008 0001508388-21-000001.hdr.sgml : 20211008 20211008142145 ACCESSION NUMBER: 0001508388-21-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211008 DATE AS OF CHANGE: 20211008 EFFECTIVENESS DATE: 20211008 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: 021-416346 FILM NUMBER: 211314960 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 X0708 D LIVE 0001508388 Betterment Holdings, Inc. 27 W. 23RD STREET, 6TH FLOOR NEW YORK NY NEW YORK 10010 (212) 228-1328 DELAWARE Betterment Holdings LLC None Corporation true Sarah Levy 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Executive Officer Director Jonathan Stein 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Executive Officer Director Donna Wells 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Director Rob Stavis 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Director Peter Christodoulo 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Director Natalie Tydeman 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Director Shawn Carolan 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Director Phillip Riese 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Director Peter Lorimer 27 WEST 23RD ST. 6TH FLOOR NEW YORK NY NEW YORK 10010 Executive Officer Other Technology Decline to Disclose 06b false 2021-09-24 false true false 0 59999997 59999997 0 false 22 0 0 0 false Betterment Holdings, Inc. /s/ Sarah Levy Sarah Levy Chief Executive Officer 2021-10-08