Battery Global Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $8.4B in regulatory assets under management, 38 employees, 1 office, and 142 accounts.
Assets Under Management
$8.4B
Employees
38
Offices
1 office
Total Clients
142
Primary office
BOSTON, MA
260 FRANKLIN STREET, SUITE 1510, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 54.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
54.2%
77
2
HNWI
45.8%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.4Bas of March 30, 2026
Discretionary43.2%
$3.6B
43% of total RAUM43.2%
Non-discretionary56.8%
$4.8B
57% of total RAUM56.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.4B
Total Accounts142
10Y AUM Change+$7.5B (+828.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee4:1
10Y Employee Change+24 (+171.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.