|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Battery Global Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001582272 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuit Inc | 33.2 | ||
| Payoneer Global Inc | 19.8 | ||
| iShares Comex Gold Trust | 6.7 | ||
| Microsoft Corp | 2.0 | ||
| Apple Inc | 1.4 | ||
| Barclays Bank PLC | 1.2 | ||
| CrowdStrike Holdings Inc | 1.1 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| ServiceNow Inc | 0.8 | ||
| MongoDB Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Hubspot Inc | 0.6 | ||
| Cigna Corp | 0.6 | ||
| Salesforce Com Inc | 0.5 | ||
| Sportradar Group AG | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | BGA Horizon Fund LLC - Rhino Series | [2025-03-27] | 19.2 | 20.6 |
| HF | BGA Horizon Fund LLC - Stone Ridge Series | [2025-03-27] | 61.9 | 77.9 |
| PE | BGA Private Opportunities Fund LLC - Arlington VI Series | [2025-03-27] | 11.3 | 12.1 |
| PE | BGA Private Opportunities Fund LLC - Ascenta I Series | [2025-03-27] | 20.2 | 20.2 |
| Other | BGA Private Opportunities Fund LLC - Vantage NA Series | [2025-03-27] | 120.1 | 120.6 |
| PE | BGA Private Opportunities Fund LLC - Wynnchurch VI Series | [2025-03-27] | 12.5 | 12.6 |
| RE | BGA Real Estate Fund LLC - 2024 Series | [2025-03-27] | 33.3 | 61.5 |
| RE | BGA Real Estate Fund LLC - DC Coinvest Series | [2025-03-27] | 36.9 | 36.3 |
| Other | BGA Horizon Fund LLC - Arc70 Coinvest 1 Series | [2024-03-28] | 29.4 | 30.5 |
| Other | BGA Horizon Fund LLC - Arc70 IV Series | [2024-03-28] | 77.0 | 145.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ICG Advisors LLC
✚
|
CA | 7.8 |
|
Bear Creek Asset Management LLC
✚
|
CO | 7.5 |
|
The Bollard Group LLC
✚
|
MA | 6.8 |
|
The Cynosure Group
✚
|
UT | 6.6 |
|
EJF Capital LLC
✚
|
VA | 6.5 |
|
Stamos Capital Partners LP
✚
|
CA | 6.5 |
|
Fiduciary Trust International LLC
✚
|
MA | 6.3 |
|
Geller Advisors LLC
✚
|
NY | 5.9 |
|
Beck Mack & Oliver LLC
✚
|
NY | 5.9 |
|
Miller Investment Management LP
✚
|
PA | 5.7 |