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Building 2BATTERY GLOBAL ADVISORS, LLC

Map pinBOSTON, MA
Phone617-948-3800
NotebookSEC #801-73308
Total AUM
$8.4B
Employees
38
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 FRANKLIN STREET
SUITE 1510
BOSTON
MA 02110
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-948-3800
Other Offices
1

ReceiptFinancials

Total AUM
$8.4B
Accounts
142
Discretionary
$3.6B
Accounts
90
Non-Discretionary
$4.8B
Accounts
52

ContactClients

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HNW Individual Clients
65
AUM
$5.1B
Pooled Vehicle Clients
77
AUM
$3.2B

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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