BATTELL HOLDINGS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MEMPHIS, Tennessee
CRD number
334688
Registered since
March 27, 2026

Firm profile

FINTRX

Overview

Battell Holdings Management, LLC is organized as a limited liability company and is listed with an SEC registration year of 2026. The firm is owned by an individual and is classified as unclassified in the available snapshot. The available records indicate the firm does not position itself as a capital allocator, does not register as a multi-state adviser, and is not identified as an active ESG investor. Public-facing disclosures from the firm are minimal. The only explicit advisory vehicle shown is a private equity fund, which suggests the firm’s activity is concentrated in private-market investments rather than running a broad retail or institutional advisory platform. There is no published client roster, fee schedule, or stated business and advisory activities in the materials provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Brennan

    DirectorCRD 8031629

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
3350 Players Club Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth