BETTER WAY LLC

other names
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Adviser Profile
As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 05/02/2023
Other registrations (2)
AUM* 157,335,000 12.39%
of that, discretionary 129,835,000 6.00%
Private Fund GAV* 62,650,000 8.96%
Avg Account Size 31,467,000 34.87%
% High Net Worth 20.00% 100.00%
SMA’s No
Private Funds 15 4
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
122M 105M 87M 70M 52M 35M 17M
2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count15 GAV$62,650,000

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Brochure Summary

Overview

Better Way LLC (“Better Way” or the “Adviser”) is applying for registration as an investment adviser with the U.S. Securities Exchange and Commission (“SEC”). Better Way’s principal place of business located in 10275 Collins Avenue, Unit 702, Bal Harbour, Florida 33154. Better Way has been in business since 2019, and its Sole Member is Alex Gregory. As of December 31, 2023, Better Way has assets of $157,335,000 of which $129,835,000 were managed on a discretionary basis and $27,500,000 were managed on a non- discretionary basis. Investment Advisory Services Better Way provides ongoing advice to clients on a non-discretionary basis regarding the investment of clients’ funds based on the individual needs and risk parameters of each client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, Better Way develops a client's investment profile, creates and manages a portfolio based on that profile. Better Way provides advisory services to individuals, high-net-worth individuals including trusts, estates, charities, corporations, other businesses and to pool investment vehicles (the “Client”) in the area of asset allocation and investment product analysis. This Disclosure Brochure provides you with information regarding
our qualifications, business practices, and advisory services. Private Equity Investment Management Services Better Way serves as the investment advisor or sub-advisor to certain private funds (the “Funds”) established to facilitate clients’ access to private equity funds through a simple and efficient limited partnership structure. The Fund is an exempted limited partnership with separate series of limited partner interests (“Series”) for each investment. Interests in the Fund are not registered securities under the Securities Act of 1933, as amended (the “Securities Act”). Each Series may be comprised of a single investment into a specified private equity investment a private equity fund managed by a third-party General Partner. There are usually multiple limited partners participating in each Series. Neither the Fund s nor the Series are registered as investment companies under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Therefore, the interests in the Fund are available only to certain investors satisfying eligibility and suitability requirements in private transactions. Other restrictions may also apply, and the opportunity to invest in the Fund will only be offered to clients for whom Better Way feels such an investment is appropriate and suitable.