BATTERY GLOBAL ADVISORS, LLC other names

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Adviser Profile

As of Date:

07/02/2024

Adviser Type:

- Large advisory firm

Number of Employees:

35 9.38%

of those in investment advisory functions:

13 8.33%

Registration:

SEC, Approved, 2/17/2012

AUM:

4,124,800,000 -3.39%

of that, discretionary:

2,387,000,000 15.59%

Private Fund GAV:

2,207,400,000 11.17%

Avg Account Size:

35,254,701 -8.34%

% High Net Worth:

48.72% -9.17%

SMA’s:

YES

Private Funds:

61 6

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 1B 670M 335M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

BMW has got its timing right for beefing up electric cars - CEO
04/01/2021

LONDON, March 30 (Reuters) - BMW has timed its shift to electric cars well and its upcoming products will upend the perception the German carmaker is behind on electrification and could make its stock compete with the likes of Tesla Inc , its top executive ...

Yahoo Finance

COVID-19 Outbreak-Global Fuselage Industry Market Report-Development Trends, Threats, Opportunities and Competitive Landscape in 2020
04/01/2021

The MarketWatch News Department was not involved in the creation of this content. Apr 01, 2021 (Heraldkeepers) -- Under COVID-19 outbreak globally, this report provides 360 degrees of analysis ...

Market Watch

Annual Conference Fuels the Growth and Foreign Investment in Guangzhou
03/30/2021

GUANGZHOU, China, March 30, 2021 /PRNewswire/ -- As a window to showcase the country's high-quality development and achievements of Guangzhou's reform and opening-up, the 7th Guangzhou Annual Investment Conference kicks off on March 30. It offers a vital ...

Yahoo Finance

ECB Governor Warns Against Sharp Policy Tilt When Crisis Passes
03/30/2021

He’s moving to the International Monetary Fund’s executive board as its representative for the Baltic and Nordic regions. The ECB is currently accelerating its bond purchases to push back against higher borrowing costs, reflecting a widening divergence ...

Yahoo Finance

Municipality Finance issues EUR 15 million notes under MTN programme
03/30/2021

Municipality Finance Plc issues EUR 15 million notes on 31 March 2021. The maturity date is 31 March 2033. MuniFin has the right but no obligation to redeem the notes early on 31 March 2025. The notes bear interest at fixed rate of 0.27% per annum. The ...

Yahoo Finance

Intermediate Capital Group plc: Notification of Major Holdings
03/30/2021

% of voting rights if it equals or is higher than the notifiable threshold % of voting rights through financial instruments if it equals or is higher than the notifiable threshold Total of both if it equals or is higher than the notifiable threshold ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 16 $586,300,000
Private Equity Fund 3 $63,000,000
Real Estate Fund 17 $854,000,000
Venture Capital Fund 12 $233,800,000
Other Private Fund 13 $470,300,000

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
922908769 VANGUARD INDEX FDS $38,512,045 25.00% 31.00% 27.00%
461202103 Intuit Com $31,907,377 21.00% 1.00% 0.00%
922908363 Vanguard S&P 500 ETF $14,297,508 9.00% 4.00% 0.00%
921943858 Vanguard FTSE Developed Markets ETF $11,229,844 7.00% 80.00% 83.00%
70451X104 Payoneer Global Inc $11,126,270 7.00% -2.00% -14.00%
922042858 VANGUARD INTL EQUITY INDEX F $8,667,699 6.00% 132.00% 121.00%
23804L103 Datadog $5,836,050 4.00% 5.00% 0.00%
78463X889 SPDR Portfolio (developed World Ex-US Etf) $5,293,212 4.00% -2.00% 1.00%
922908736 VANGUARD INDEX FDS $4,583,660 3.00% 9.00% 0.00%
464288257 iShares MSCI ACWI ETF $3,175,748 2.00% 1053.00% 2789.00%

Brochure Summary

Overview

Firm Description Battery Global Advisors, LLC, a Delaware limited liability company, was founded in 2006. Principal Owners John O’Connor is the principal owner of BGA. Types of Advisory Services Battery Global Advisors provides personalized financial planning, investment management and family office services to high net worth individuals (“Family Office Clients”). Advice to Family Office Clients is provided through consultation with such client and may include determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Battery Global Advisors also manages and provides investment advisory services on a discretionary basis to private pooled investment funds (each a “Private Fund” and collectively the “Private
Funds”). Tailored Relationships Our advisory services are highly tailored to each Family Office Client, depending on the goals and objectives of each client. Family Office Clients may impose restrictions on investing in certain securities or types of securities. Amounts Under Management As of December 31, 2023, Battery Global Advisors manages or advises on approximately $4,124,800,000 in assets (including uncalled commitments to its Private Funds) for approximately 117 clients, counting separately each series within our Private Funds that are structured as series LLCs (refer to Item 8 for a description of these private funds). Approximately $2,387,000,000 is managed on a discretionary basis, including $2,187,400,000 in the Private Funds and $199.7 million from Family Office Clients. Approximately $1,737,800,000 is managed or advised on a non- discretionary basis.