Battery Global Advisors, LLC

RIASEC Registered

Total AUM

$8.4B

Discretionary

$3.6B

43% of AUM

Avg account

$59M

Accounts

142

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 158508
Registered since: February 17, 2012
Website: bga.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI61.35%
Pooled Investment Vehicles38.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Battery Global Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC registered since 2012. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator—selecting and placing capital with third-party managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. The firm also operates in a CPO/CTA capacity. Fee arrangements are varied and include asset-based fees, fixed fees, performance-based structures and other fee types. Battery Global Advisors does not identify as an active ESG investor.