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BATTERY GLOBAL ADVISORS, LLC

CRD 158508 · SEC 801-73308

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260 FRANKLIN STREET, SUITE 1510, BOSTON, MA, 02110, United States

Phone

617-948-3800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.37B

Discretionary AUM

$3.62B

Team

38 total employees; 12 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Performance-based fees; ACQUISITION FEES

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals65$5.14B
Pooled investment vehicles77$3.24B

States served

CA, MA

All web addresses on file

Official SEC filing: View on IAPD