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| Battle Investment Group LLC
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| |
|---|---|
| CRD # | 283292 |
| SEC # | 801-124874 |
| CIK # | 0001899779 |
| AUM | $282.3 MM (2024-03-27) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 404-400-7755 |
| Address | 3715 Northside Parkway NW Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Battle Opportunities II LP | [2022-03-31] | 103.0 | 48.9 |
| PE | Dynamic NC Investment Holdings LP | 2021-03-19 | 55.5 | |
| PE | Battle Opportunities LP | [2016-03-14] | 50.5 | 98.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 282.3 |
| (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 | 3 | 282.3 |
| By Discretionary | ||
| Discretionary | 3 | 282.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 282.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.3 | |
| Total | 3 | 282.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Battle | 2 | ||
| Battle Opportunities II GP LLC | 1 | ||
| David Battle Jr | 1 | ||
| General Partner Battle Opportunities GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001899779] |
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