DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

THINKBETTER

THINKBETTER GROUP LLC, CRD 300530

LUGUILLO, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4def43a3-baf7-e604-8ccd-60fca3264809

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Jul 14, 2020 to Mar 31, 2023
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $174MItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $32.7M
Private client RAUM: $5.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 1
Custody, client assets: $0
SEC number: 801-119275
CRD: 300530
Filings on the tape: 14
First filed: Jul 14, 2020
Latest filed: Mar 31, 2023
Organised: Limited Liability Company, Puerto Rico

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELANIAN, SAVA, MARK	PRESIDENT AND PRINCIPAL	Na	yes	01/2019	Jul 14, 2020	Mar 31, 2023
BERTELSEN, EDWARD, CHRISTIAN	MEMBER (40%) CHIEF COMPLIANCE OFFICER	C	yes	10/2022	Jul 14, 2020	Mar 31, 2023
Koncick, Teresa, A	OWNER (10%)	F	yes	09/2019	Jul 14, 2020	Mar 31, 2023
RENAUD PICCININI	MEMBER(50%) PRESIDENT - CHIEF INVESTMENT OFFICER	D	yes	09/2019	Jul 14, 2020	Mar 31, 2023
THINKBETTER HOLDINGS, LLC	OWNER AND STATE OF FLORIDA LIMITED LIABILITY COMPANY	E	yes	09/2019	Jul 14, 2020	Mar 31, 2023
Koncick, Teresa, A	OWNER- CCO	A	no	01/2019	Jul 14, 2020	Mar 31, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	3	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$174M	$32.7M	3	3	2	n/a	n/a
2021	Mar 28, 2022	$556M	$177M	6	4	0	n/a	n/a
2020	Mar 31, 2021	$288M	$5.6M	6	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$174M	$556M	-68.6%	n/a	n/a	3	6	2	0

Relationships

Controls (5)

← BERTELSEN, EDWARD, CHRISTIANOwnerMEMBER (40%) CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 14, 2020 to presentfactForm ADV
← BELANIAN, SAVA, MARKOwnerPRESIDENT AND PRINCIPAL, ownership code NA, individual
Jul 14, 2020 to presentfactForm ADV
← Koncick, Teresa, AOwnerOWNER (10%), ownership code F, individual
Jul 14, 2020 to presentfactForm ADV
← RENAUD PICCININIOwnerMEMBER(50%) PRESIDENT - CHIEF INVESTMENT OFFICER, ownership code D, individual
Jul 14, 2020 to presentfactForm ADV
← THINKBETTER HOLDINGS, LLCOwnerOWNER AND STATE OF FLORIDA LIMITED LIABILITY COMPANY, ownership code E, domestic entity
Jul 14, 2020 to presentfactForm ADV

Owns (1)

← Koncick, Teresa, AOwnerOWNER- CCO, ownership code A, individual
Jul 14, 2020 to presentfactForm ADV

Registered with (2)

← Christopher Ryan HammAdvisorregistration: previous registration
Sep 16, 2022 to Jul 5, 2023factForm ADV
← Christopher EngerAdvisorregistration: previous registration
Jun 14, 2019 to Nov 23, 2021factForm ADV

Dated events

Occurred
Jul 5, 2023
Advisor changed firm
Christopher Ryan Hamm left Thinkbetter for Fsam Llc (registered 2023-07-12)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Thinkbetter reported RAUM $174.5M, down 69% from $556.4M (2022-11-30 to 2023-03-30)
Form ADVobserved 4 days ago
$-382M
Occurred
Mar 28, 2022
Regulatory AUM changed
Thinkbetter reported RAUM $556.4M, up 28% from $433.0M (2022-01-25 to 2022-03-28)
Form ADVobserved 4 days ago
$123M
Occurred
Jan 25, 2022
Succession filed (Item 4)
Thinkbetter reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Oct 28, 2021
Regulatory AUM changed
Thinkbetter reported RAUM $433.0M, up 50% from $288.3M (2021-03-31 to 2021-10-28)
Form ADVobserved 4 days ago
$145M
Occurred
Mar 31, 2021
Regulatory AUM changed
Thinkbetter reported RAUM $288.3M, up 363% from $62.3M (2020-09-01 to 2021-03-31)
Form ADVobserved 4 days ago
$226M
Occurred
Jul 14, 2020
First Form ADV filing
Thinkbetter filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4def43a3-baf7-e604-8ccd-60fca3264809
First observed: Jul 14, 2020
Last observed: Mar 31, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THINKBETTER

THINKBETTER GROUP LLC, CRD 300530

LUGUILLO, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4def43a3-baf7-e604-8ccd-60fca3264809

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELANIAN, SAVA, MARK

PRESIDENT AND PRINCIPAL

yes

01/2019

Jul 14, 2020

Mar 31, 2023

BERTELSEN, EDWARD, CHRISTIAN

MEMBER (40%) CHIEF COMPLIANCE OFFICER

yes

10/2022

Jul 14, 2020

Mar 31, 2023

Koncick, Teresa, A

OWNER (10%)

yes

09/2019

Jul 14, 2020

Mar 31, 2023

RENAUD PICCININI

MEMBER(50%) PRESIDENT - CHIEF INVESTMENT OFFICER

yes

09/2019

Jul 14, 2020

Mar 31, 2023

THINKBETTER HOLDINGS, LLC

OWNER AND STATE OF FLORIDA LIMITED LIABILITY COMPANY

yes

09/2019

Jul 14, 2020

Mar 31, 2023

Koncick, Teresa, A

OWNER- CCO

01/2019

Jul 14, 2020

Mar 31, 2023

City

State

Country

Employees

Also broker-dealer

Sarasota

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$174M

$32.7M

n/a

2021

Mar 28, 2022

$556M

$177M

n/a

2020

Mar 31, 2021

$288M

$5.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$174M

$556M

-68.6%

n/a