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| Battery Global Advisors LLC
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|---|---|
| CRD # | 158508 |
| SEC # | 801-73308 |
| CIK # | 0001582272 |
| AUM | 8,374.3 M (2026-06-30) |
| Employees | 38 (32% Investors, 0% Brokers) |
| Phone | 617-948-3800 |
| Address | 260 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuit Inc | 17.7 | ||
| Payoneer Global Inc | 14.0 | ||
| iShares Comex Gold Trust | 8.9 | ||
| Apple Inc | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| Alphabet Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| CrowdStrike Holdings Inc | 0.8 | ||
| Barclays Bank PLC | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | BGA Horizon Fund LLC - Stone Ridge 2025 Series | [2026-03-30] | 22.5 M | 28.3 M |
| Offered $22,475,000 · Filed 2025-01-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | BGA Horizon Fund LLC - TA XV Series | [2026-03-30] | 17.3 M | 16.9 M |
| Offered $17,312,500 · Filed 2025-06-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | BGA Horizon Fund LLC - Verition Class C Series | [2026-03-30] | 0.5 M | 3.6 M |
| Filed 2025-05-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | BGA Private Opportunities Fund LLC - Columbia Spectrum VI Series | [2026-03-30] | 11.8 M | 15.2 M |
| Offered $11,800,000 · Filed 2025-04-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BGA Private Opportunities Fund LLC - DC BLOX Series | [2026-03-30] | 61.4 M | 432.7 M |
| Offered $300,000,000 · Filed 2025-04-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $238,650,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BGA Private Opportunities Fund LLC - Digital Infrastructure Series | [2026-03-30] | 43.1 M | 52.8 M |
| Filed 2025-08-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BGA Private Opportunities Fund LLC - ECP1 Nontaxable Series | [2026-03-30] | 4.8 M | 7.5 M |
| Offered $4,790,000 · Filed 2025-08-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BGA Private Opportunities Fund LLC - ECP1 Series | [2026-03-30] | 11.5 M | 19.6 M |
| Offered $11,465,000 · Filed 2025-08-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BGA Private Opportunities Fund LLC - NHPP V Series | [2026-03-30] | 7.6 M | 7.5 M |
| Offered $7,582,500 · Filed 2025-06-24 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | BGA Real Estate Fund LLC - 2025 Series | [2026-03-30] | 48.2 M | 75.4 M |
| Offered $150,000,000 · Filed 2025-05-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $101,800,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 77 | 3.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 142 | 8.4 |
| By Discretionary | ||
| Discretionary | 90 | 3.6 |
| Non-Discretionary | 52 | 4.8 |
| Total | 142 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 6.4 | |
| Total | 142 | 8.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John O'Connor | Executive Officer | 73 | 7 | |
| Christopher Hanson | Executive Officer | 18 | 3 | |
| Battery Global Advisors LLC | Executive Officer | 105 | 2 | |
| Richard Frisbie | Director | 3 | 2 | |
| Christopher Schiavo | Executive Officer | 2 | 2 | |
| Bullen Philip | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001582272] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300D4JFFPLJN2NI02 |
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