{"url":"https://nivawealth.com/firms/battery-global-advisors-158508","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158508","regulatoryAum":8374300000,"crd":"158508","history":[{"filedOn":"2021-03-25","regulatoryAum":2484600000,"clients":84,"employees":24,"offices":1},{"filedOn":"2022-07-01","regulatoryAum":4154400000,"clients":92,"employees":26,"offices":1},{"filedOn":"2023-06-30","regulatoryAum":4269500000,"clients":110,"employees":32,"offices":2},{"filedOn":"2024-07-02","regulatoryAum":4124800000,"clients":117,"employees":35,"offices":2},{"filedOn":"2025-07-02","regulatoryAum":6899500000,"clients":126,"employees":37,"offices":2},{"filedOn":"2026-06-30","regulatoryAum":8374300000,"clients":142,"employees":38,"offices":2}],"secFileNumber":"801-73308","legalName":"Battery Global Advisors, LLC","displayName":"Battery Global 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The fee is billed in advance and is negotiable.","source":"BATTERY GLOBAL ADVISORS LLC ADV 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Battery Global Advisors use?","answer":"Battery Global Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $984M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Battery Global Advisors have?","answer":"Battery Global Advisors has 0 investment adviser representatives registered with state securities authorities, out of 38 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Battery Global Advisors invest in?","answer":"At the end of its last fiscal year, Battery Global Advisors’ separately managed accounts held 31% exchange-traded equities, 25% pooled vehicles (private funds and similar), 24% cash and equivalents, 8% other, 4% state and local bonds, 4% registered funds (mutual funds, ETFs, BDCs), 2% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 8% other category is described as: Donor Advised Funds, Virtual Currencies, Real Estate, Pension Funds. It advises 77 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Battery Global Advisors?","answer":"Battery Global Advisors’ direct owners are John O'Connor, Daniel Burns, John Dinneen, Alexander Cobb, Hillel Moskovits, David Rothenhaus and Allison Drushella, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Battery Global Advisors get paid?","answer":"Battery Global Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. 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