BETTER WAY LLC
Adviser information for BETTER WAY LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $129.8M |
| Non-Discretionary | 2 | $27.5M |
| Total | 5 | $157.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $2.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $129.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $25.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | PRIVATE EQUITY FUND GENERAL PARTNER AND ADVISOR |
Identifiers
| SEC RIA File Number | 801-127907 |
|---|---|
| SEC ERA File Number | 801-127907 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300305 |
| Legal Entity Identifier | None |
Principal Office
10275 COLLINS AVENUE #702BAL HARBOUR
FL
United States
Monday - Friday, 9-5
Tel: 617-388-0139, Fax: None
Chief Compliance Officer
ALEX GREGORY
MANAGING MEMBER
10275 COLLINS AVENUE #702
BAL HARBOUR
FL
United States
Tel:
617-388-0139
A***@***************T
(Full email address available in API data)
Industry Affiliates
| BW ACCESS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GAB ACCESS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BW ACCESS CAYMAN LP - SERIES 1 | Private Equity Fund | $10.2M | $0.1M | 19 |
| BW ACCESS CAYMAN LP - SERIES 2 | Private Equity Fund | $2.6M | $0.1M | 1 |
| BW ACCESS CAYMAN LP - SERIES 3 | Private Equity Fund | $0.6M | $0.1M | 2 |
| BW ACCESS CAYMAN LP - SERIES 4 | Private Equity Fund | $5.7M | $0.1M | 10 |
| BW ACCESS CAYMAN LP - SERIES 5 | Private Equity Fund | $2.9M | $0.1M | 4 |
| BW ACCESS CAYMAN LP - SERIES 6 | Private Equity Fund | $2.5M | $0.1M | 3 |
| BW ACCESS CAYMAN LP - SERIES 7 | Private Equity Fund | $0.0M | $0.0M | 0 |
| BW ACCESS CAYMAN LP - SERIES 8 | Private Equity Fund | $1.9M | $0.1M | 0 |
| BW ACCESS DE LP- SERIES 1 | Private Equity Fund | $1.8M | $0.1M | 13 |
| BW ACCESS DE LP- SERIES 2 | Private Equity Fund | $9.6M | $0.1M | 28 |
| BW ACCESS DE LP- SERIES 3 | Private Equity Fund | $8.3M | $0.1M | 25 |
| BW ACCESS DE LP- SERIES 4 | Private Equity Fund | $0.7M | $0.1M | 4 |
| BW ACCESS DE LP- SERIES 5 | Private Equity Fund | $1.8M | $0.1M | 14 |
| BW ACCESS DE LP- SERIES 6 | Private Equity Fund | $13.4M | $0.1M | 44 |
| BW ACCESS DE LP- SERIES 7 | Private Equity Fund | $0.7M | $0.1M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GREGORY, ALEX, MICHAEL | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 11/2018 | > 75% |