BG
BATTERY GLOBAL ADVISORS, LLC
SEC RegisteredBOSTON, MAhttps://bga.com617-948-3800
Assets Under Management
$5B–$25B
Employees
38
Office Locations
2 offices
Total Accounts
142
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesState/Municipal
Services
Private funds / alternatives
HedgePrivate EquityVenture CapitalReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 65 | $5.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 77 | $3.2B |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
John Michael O'connor
CEO, CIO, MANAGER, DIRECTOR
Daniel Louis Burns
CCO (3/2013), CFO (4/2011)
John Wagner Dinneen
COO, DIRECTOR OF FINANCIAL & ESTATE PLANNING
Richard David Frisbie
DIRECTOR, MEMBER, PREFERRED SHAREHOLDER
Philip Lindsey Bullen
DIRECTOR
Office locations
2 offices in 1 state
MA
BOSTONHQ
Ra'anana
Regulatory & compliance
CRD number
#158508
SEC Number
801-73308
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bga.comPhone
617-948-3800Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BATTERY GLOBAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.