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Adviser Profile

As of Date 04/09/2025
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 05/02/2022
Other registrations (1)
Former registrations

BATTLE INVESTMENT GROUP, LLC

AUM* 278,976,501 10.00%
of that, discretionary 278,976,501 10.00%
Private Fund GAV* 218,302,168 7.71%
Avg Account Size 92,992,167 10.00%
SMA’s No
Private Funds 3
Contact Info (40 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

254M 217M 181M 145M 109M 72M 36M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$218,302,168

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Brochure Summary