Better Way Llc
- Regulatory AUM
- $107M
- Discretionary
- $72.5M
- Clients
- 4
- Avg AUM / client
- $26.8M
- Accounts
- 4
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $72.5M | 67.6% |
| Corporations and other businesses | 2 | $34.8M | 32.4% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $62.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bw Access De Lp Series 6 | Private Equity Fund | Delaware | $13.4M | 44 |
| Bw Access Cayman Lp Series 1 | Private Equity Fund | Cayman Islands | $10.2M | 19 |
| Bw Access De Lp Series 2 | Private Equity Fund | Delaware | $9.6M | 28 |
| Bw Access De Lp Series 3 | Private Equity Fund | Delaware | $8.4M | 25 |
| Bw Access Cayman Lp Series 4 | Private Equity Fund | Cayman Islands | $5.7M | 10 |
| Bw Access Cayman Lp Series 5 | Private Equity Fund | Cayman Islands | $2.9M | 4 |
| Bw Access Cayman Lp Series 2 | Private Equity Fund | Cayman Islands | $2.7M | 1 |
| Bw Access Cayman Lp Series 6 | Private Equity Fund | Cayman Islands | $2.6M | 3 |
| Bw Access Cayman Lp Series 8 | Private Equity Fund | Cayman Islands | $2.0M | 0 |
| Bw Access De Lp Series 1 | Private Equity Fund | Delaware | $1.8M | 13 |
| Bw Access De Lp Series 5 | Private Equity Fund | Delaware | $1.8M | 14 |
| Bw Access De Lp Series 4 | Private Equity Fund | Delaware | $650K | 4 |
| Bw Access De Lp Series 7 | Private Equity Fund | Delaware | $650K | 3 |
| Bw Access Cayman Lp Series 3 | Private Equity Fund | Cayman Islands | $550K | 2 |
| Bw Access Cayman Lp Series 7 | Private Equity Fund | Cayman Islands | $0 | 0 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alex Michael Gregory | Managing Member And Chief Compliance Officer | Nov 2018 (8y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $62.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bw Access De Lp Series 6 | Private Equity Fund | $13.4M | $50.0K | 44 |
| Bw Access Cayman Lp Series 1 | Private Equity Fund | $10.2M | $50.0K | 19 |
| Bw Access De Lp Series 2 | Private Equity Fund | $9.6M | $50.0K | 28 |
| Bw Access De Lp Series 3 | Private Equity Fund | $8.4M | $50.0K | 25 |
| Bw Access Cayman Lp Series 4 | Private Equity Fund | $5.7M | $50.0K | 10 |
| Bw Access Cayman Lp Series 5 | Private Equity Fund | $2.9M | $50.0K | 4 |
| Bw Access Cayman Lp Series 2 | Private Equity Fund | $2.7M | $50.0K | 1 |
| Bw Access Cayman Lp Series 6 | Private Equity Fund | $2.6M | $50.0K | 3 |
| Bw Access Cayman Lp Series 8 | Private Equity Fund | $2.0M | $50.0K | 0 |
| Bw Access De Lp Series 1 | Private Equity Fund | $1.8M | $50.0K | 13 |
| Bw Access De Lp Series 5 | Private Equity Fund | $1.8M | $50.0K | 14 |
| Bw Access De Lp Series 4 | Private Equity Fund | $650K | $50.0K | 4 |
| Bw Access De Lp Series 7 | Private Equity Fund | $650K | $50.0K | 3 |
| Bw Access Cayman Lp Series 3 | Private Equity Fund | $550K | $50.0K | 2 |
| Bw Access Cayman Lp Series 7 | Private Equity Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 3.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗