9AT: BETTER WAY LLC

other names

BETTER WAY LLC

Adviser Profile

As of Date	08/26/2025
ADV Location	BAL HARBOUR, FL, United States
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Other registrations (2)	Florida, ERA - Withdrawn, 03/31/2023 Massachusetts, ERA - Withdrawn, 03/31/2023

AUM^*	101,550,000 -35%
of that, discretionary	71,800,000 -45%
Private Fund GAV^*	69,925,000
Avg Account Size	33,850,000 8%
% High Net Worth	< 0.01% -100%
SMA’s	No
Private Funds	18 3
Contact Info	617 xxxxxxx
Websites

Client Types

- 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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count18	GAV$69,925,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser RECIPROCAL CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund21.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV21.9m	AUM126.5m	#Funds1
Adviser BASA ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund110.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV110.4m	AUM110.4m	#Funds1
Adviser HILCO INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM143.0m	#Funds-
Adviser GOLDIRON GP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund60.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV60.2m	AUM60.2m	#Funds1
Adviser NORTHERN PACIFIC GROUP, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund61.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV61.2m	AUM151.1m	#Funds4
Adviser NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund90.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund125.0m	Other Fund-	Total Private Fund GAV340.0m	AUM151.1m	#Funds4
Adviser SOUTH HARBOR MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM55.7m	#Funds-
Adviser REFINED WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM210.9m	#Funds-
Adviser JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund370.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV370.8m	AUM370.8m	#Funds2
Adviser EPIC FUNDS	Hedge Fund-	Liquidity Fund-	Private Equity Fund146.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund20.0m	Total Private Fund GAV166.0m	AUM146.0m	#Funds8

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.

BETTER WAY LLC

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