Battery Global Advisors, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 158508
- Registered since
- February 17, 2012
- Website
- bga.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI61.35%
- Pooled Investment Vehicles38.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Battery Global Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC registered since 2012. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator—selecting and placing capital with third-party managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. The firm also operates in a CPO/CTA capacity. Fee arrangements are varied and include asset-based fees, fixed fees, performance-based structures and other fee types. Battery Global Advisors does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities31%
- Private Funds25%
- Cash & Cash Equivalents24%
- Other8%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$177M in ETFs
100%
$177M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $67.1M | 179,178 | 37.98% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 260 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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