Battle Green Advisors

Overview

Battle Green Advisors is a small, fee-based registered investment adviser organized as an LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and concentrates its investment activity on equity exposures, with a notable tilt toward non-exchange-traded equity positions. Battle Green Advisors does not present itself as an ESG-focused manager and operates with an individual-owner structure rather than as part of a larger corporate or multi-state advisory network. Investment processes emphasize direct equity allocation and separate account management: the firm reports separately managed account assets and a stated preference for equities. With a compact client base, Battle Green Advisors appears to favor bespoke portfolios over scaled model offerings, and it supplements core equity exposure with pooled strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices