BATTLE INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2022
Total AUM
$308M
Discretionary
$308M
100% of AUM
Avg account
$103M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
283292
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Battle Investment Group, LLC is an SEC-registered private equity manager organized as a limited liability company and registered in 2022. The firm serves institutional clients and focuses on managing pooled investment vehicles rather than acting as a pure capital allocator. It commonly functions as sponsor, general partner and managing member of private funds and provides portfolio management for those pooled vehicles. Fee arrangements include a percentage of assets under management, performance-based fees and other fee lines. The firm is not identified as an active ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM GOW

    Chief Operating OfficerCRD 6085165

Contacts

1 of 1
  • David Battle

    PartnerCRD 7535522

Wealth teams

FINTRX

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3715 Northside Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth