BATTERY GLOBAL ADVISORS, LLC

BATTERY GLOBAL ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 158508). Regulatory assets under management: $8.4B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (33)

Showing 25 of 33 people.

NameRoleLocation
Philip Lindsey BullenDIRECTOR
John Michael O'ConnorCEO, CO-CIO, MANAGER, DIRECTOR; CEO, MANAGER, DIRECTOR
Daniel Louis BurnsCCO (3/2013), CFO (4/2011), DIRECTOR (1/2023)
Hillel Nmn MoskovitsMEMBER
John Wagner DinneenCOO (4/2011), DIRECTOR OF TAX & ESTATE PLANNING (4/2011), DIRECTOR (1/2023)
Christopher Alan HansonDIRECTOR
Alexander Redpath CobbMEMBER
David RothenhausMEMBER
Allison Carney DrushellaMEMBER
BULLEN PHILIP LINDSEYDIRECTOR
O'CONNOR SEAN MICHAELCEO, CIO, MANAGER, DIRECTOR; CEO, CO-CIO, MANAGER, DIRECTOR
COBB ALEXANDER REDPATHDIRECTOR OF INVESTMENTS; MEMBER
O'CONNOR JOHN MCEO, CIO, MANAGER, DIRECTOR
HANSON SCOTT ALANCCO; DIRECTOR; DIRECTOR (4/2018) (+1 more)
FRISBIE RICHARD DAVIDDIRECTOR, MEMBER, PREFERRED SHAREHOLDER; MEMBER, PREFERRED SHAREHOLDER
BURNS DANIEL LOUISCCO (3/2013), CFO (4/2011); CCO (3/2013), CFO (4/2011), DIRECTOR (1/2023); CFO
DINNEEN JOHN WAGNERCOO (4/2011), DIRECTOR OF TAX & ESTATE PLANNING (4/2011), DIRECTOR (1/2023); COO, DIRECTOR OF FINANCIAL & ESTATE PLANNING; COO, DIRECTOR OF TAX & ESTATE PLANNING
CURME OLIVER DENHAMMEMBER, PREFERRED SHAREHOLDER
CROTTY THOMAS JOSEPHDIRECTOR (7/2018), MEMBER (4/2011); DIRECTOR (7/2018), MEMBER (4/2011), PREFERRED SHAREHOLDER (4/2011); MEMBER, PREFERRED SHAREHOLDER
TOBIN SCOTT RUSSELLMEMBER, PREFERRED SHAREHOLDER
TABORS ROBERT DAVIDMEMBER, PREFERRED SHAREHOLDER
LAWLER KENNETH PATRICKMEMBER, PREFERRED SHAREHOLDER
DINNEEN JOHNCOO, DIRECTOR OF FINANCIAL & ESTATE PLANNING
FRISBIE RICHARDDIRECTOR, MEMBER, PREFERRED SHAREHOLDER
HANSON CHRISCCO

Private funds (77)

Other Private Fund: 20 · Real Estate Fund: 22 · Hedge Fund: 16 · Venture Capital Fund: 12 · Private Equity Fund: 7

Showing 15 of 77 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
BGA PRIVATE OPPORTUNITIES FUND, LLC - DC BLOX SERIESOther Private FundDelaware240$432.7M
BGA HORIZON FUND, LLC - ARC70 III SERIESOther Private FundDelaware124$166.2M
BGA HORIZON FUND, LLC - ARC70 IV SERIESOther Private FundDelaware121$150.5M
BGA PRIVATE OPPORTUNITIES FUND, LLC - VANTAGE NA SERIESOther Private FundDelaware97$139.2M
BGA OPPORTUNITY ZONE FUND, LLC - 2022 SERIESReal Estate FundDelaware60$126.7M
BGA OPPORTUNITY ZONE FUND, LLC - 2021Q4 SERIESReal Estate FundDelaware86$110.8M
BGA REAL ESTATE FUND, LLC - 2022 SERIESReal Estate FundDelaware100$85.6M
BGA HORIZON FUND, LLC - STONE RIDGE SERIESHedge FundDelaware101$84.8M
BGA HORIZON FUND, LLC - VERITION SERIESHedge FundDelaware61$82.5M
BGA HORIZON FUND, LLC - BRIARWOOD SERIESHedge FundDelaware57$82.5M
BGA REAL ESTATE FUND, LLC - 2021 SERIESReal Estate FundDelaware95$81.7M
BGA OPPORTUNITY ZONE FUND, LLC - YONKERS SERIESReal Estate FundDelaware84$77.7M
BGA REAL ESTATE FUND, LLC - 2025 SERIESReal Estate FundDelaware94$75.4M
BGA REAL ESTATE FUND, LLC - 2023 SERIESReal Estate FundDelaware88$67.5M
BGA HORIZON FUND, LLC - HIMALAYA SERIESHedge FundDelaware56$64.7M

Branch offices (1)

CityStateEmployeesPhone
RA'ANANA116179483800

Fund service providers (2)

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