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| Happy Holidays!! thanks for using AUM13F!! |
| Battery Global Advisors LLC
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| CRD # | 158508 |
| SEC # | 801-73308 |
| CIK # | 0001582272 |
| AUM | $6.9 B (2025-07-02) |
| Employees | 37 (32% Investors, 0% Brokers) |
| Phone | 617-948-3800 |
| Address | 260 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuit Inc | 33.2 | ||
| Payoneer Global Inc | 19.8 | ||
| iShares Comex Gold Trust | 6.7 | ||
| Microsoft Corp | 2.0 | ||
| Apple Inc | 1.4 | ||
| Barclays Bank PLC | 1.2 | ||
| CrowdStrike Holdings Inc | 1.1 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| ServiceNow Inc | 0.8 | ||
| MongoDB Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| 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) | 61 | 4.4 |
| (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 | 65 | 2.5 |
| (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 | 126 | 6.9 |
| By Discretionary | ||
| Discretionary | 73 | 2.7 |
| Non-Discretionary | 53 | 4.2 |
| Total | 126 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 5.3 | |
| Total | 126 | 6.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John OConnor | 72 | ||
| Christopher Hanson | 10 | ||
| Battery Global Advisors LLC | 100 | ||
| Richard Frisbie | 3 | ||
| Christopher Schiavo | 2 | ||
| Bullen Philip | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001582272] |
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