IG BETTER FUTURE MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $128.3M |
| Discretionary | $2.5M2% of AUM |
| Non-Discretionary | $125.8M |
| Client Accounts | 19 |
| Avg Account Size | $6.8M |
| Employees | 8 |
| Peak AUM | $128.3MMar 2026 |
AUM by Client Type
Total AUM
$128M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | 0.0% | — | — | — |
| Discretionary AUM | $2M | 0.0% | |||
Key Metrics
| Total AUM | $128.3M |
| Discretionary | $2.5M |
| Employees | 8 |
| Client Accounts | 19 |
Contact & Location
Address
1300 EL CAMINO REAL
MENLO PARK CA 94025
Phone
(615)437-7299
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2M
1.9% of AUM
Non-Discretionary
$126M
98.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm