The BATTERY GLOBAL ADVISORS, LLC is a privately held investment adviser that advises $8.4Bn in regulatory assets under management held in 5 SEC fund types across 1 investment strategies. BATTERY GLOBAL ADVISORS, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 237.97% over the last 5-years.
The Group has been registered with the SEC for 14.46 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 260 FRANKLIN STREET SUITE 1510, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 38 employees comprised of 12 investment and 26 non-investment staff. The total number of Employees increased by 58.33% over the last 5-years.
Their $8.4Bn in assets advised are owned by 79 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $5.14Bn or 61.18% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $3.26Bn or 38.82% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BATTERY GLOBAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.