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.