BATTERY GLOBAL ADVISORS, LLC
Total AUM
$8.4B
Employees
38Clients
142Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
260 FRANKLIN STREET
SUITE 1510
BOSTON
MA 02110
United States
SUITE 1510
BOSTON
MA 02110
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
617-948-3800
Other Offices
1
Financials
Total AUM
$8.4B
Accounts
142Discretionary
$3.6B
Accounts
90Non-Discretionary
$4.8B
Accounts
52
Clients
HNW Individual Clients
65AUM
$5.1B
Pooled Vehicle Clients
77AUM
$3.2B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION FEES
Compliance
Disclosures
None reported
State Registrations
CAMA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.