BATTERY GLOBAL ADVISORS, LLC
SEC RegisteredInvestment Solutions and Family Office Services for Venture Capital & Private Equity Executives and Technology Entrepreneurs
About the firm
Battery Global Advisors provides customized wealth management within an institutional family office framework. Between the families they advise and the private funds they offer, BGA manages over $4B of assets for sophisticated investors around the world.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (private funds, ETFs, mutual funds, separately managed accounts, real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, pharmaceutical royalties), tax and estate planning, accounting and reporting, and client service including personal financial responsibilities.
Who they serve
Venture capital and private equity executives, technology entrepreneurs, and sophisticated investors around the world.
| 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
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.