Overview
Firm Description
Battery Global Advisors, LLC, a Delaware limited liability company, was
founded in 2006.
Principal Owners
John O’Connor is the principal owner of BGA.
Types of Advisory Services
Battery Global Advisors provides personalized financial planning, investment
management and family office services to high net worth individuals (“Family
Office Clients”). Advice to Family Office Clients is provided through
consultation with such client and may include determination of financial
objectives, identification of financial problems, cash flow management, tax
planning, insurance review, investment management, education funding,
retirement planning, and estate planning.
Battery Global Advisors also manages and provides investment advisory
services on a discretionary basis to private pooled investment funds (each a
“Private Fund” and collectively the “Private
Funds”).
Tailored Relationships
Our advisory services are highly tailored to each Family Office Client,
depending on the goals and objectives of each client. Family Office Clients
may impose restrictions on investing in certain securities or types of
securities.
Amounts Under Management
As of December 31, 2023, Battery Global Advisors manages or advises on
approximately $4,124,800,000 in assets (including uncalled commitments to
its Private Funds) for approximately 117 clients, counting separately each
series within our Private Funds that are structured as series LLCs (refer to
Item 8 for a description of these private funds). Approximately
$2,387,000,000 is managed on a discretionary basis, including
$2,187,400,000 in the Private Funds and $199.7 million from Family Office
Clients. Approximately $1,737,800,000 is managed or advised on a non-
discretionary basis.