Investment adviser · CRD 158508

BATTERY GLOBAL ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Jun 30, 2026

Regulatory AUM: $8.37B
Client accounts: 142
Employees: 38
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	65	$5,137,400,000	61.3%
Pooled investment vehicles	77	$3,236,900,000	38.7%

Filing source

Form ADV 2116758 · Jun 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

BGA HORIZON FUND, LLC - STONE RIDGE SERIESHedge Fund · Last reported Jun 30, 2026$84.8MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Stone Ridge Series

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor APRIO, LLP NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

APRIO, LLP
PCAOB 926

Fund details & source

Fund ID: 805-7392211624
Reported beneficial owners: 101
Minimum commitment: $0
Form D file number: 021-501439

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BGA HORIZON FUND, LLC - BRIARWOOD SERIESHedge Fund · Last reported Jun 30, 2026$82.5MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Briarwood Series

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor APRIO, LLP NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

APRIO, LLP
PCAOB 926

Fund details & source

Fund ID: 805-9003987575
Reported beneficial owners: 57
Minimum commitment: $0
Form D file number: 021-330385

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BGA HORIZON FUND, LLC - VERITION SERIESHedge Fund · Last reported Jun 30, 2026$82.5MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Verition Series

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor APRIO, LLP NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

APRIO, LLP
PCAOB 926

Fund details & source

Fund ID: 805-7493645067
Reported beneficial owners: 61
Minimum commitment: $0
Form D file number: 021-286402

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BGA REAL ESTATE FUND, LLC - 2021 SERIESReal Estate Fund · Last reported Jun 30, 2026$81.7MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - 2021 Series

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor APRIO, LLP NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

APRIO, LLP
PCAOB 926

Fund details & source

Fund ID: 805-8254460477
Reported beneficial owners: 95
Minimum commitment: $0
Form D file number: 021-389877

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BGA OPPORTUNITY ZONE FUND, LLC - YONKERS SERIESReal Estate Fund · Last reported Jun 30, 2026$77.7MGross asset value

Form D fundraising filings

BGA Opportunity Zone Fund, LLC - Yonkers Series

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SANDLER & COMPANY, P.C. NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANDLER & COMPANY, P.C.
PCAOB 926

Fund details & source

Fund ID: 805-4365166243
Reported beneficial owners: 84
Minimum commitment: $0
Form D file number: 021-351658

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BGA REAL ESTATE FUND, LLC - 2025 SERIESReal Estate Fund · Last reported Jun 30, 2026$75.4MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - 2025 Series

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor APRIO, LLP NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

APRIO, LLP
PCAOB 926

Fund details & source

Fund ID: 805-8062725524
Reported beneficial owners: 94
Minimum commitment: $0
Form D file number: 021-547559

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BGA REAL ESTATE FUND, LLC - 2023 SERIESReal Estate Fund · Last reported Jun 30, 2026$67.5MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - 2023 Series

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor APRIO, LLP NEW YORK, New York, United States

Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No

Custodian FIRST CITIZENS BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

APRIO, LLP
PCAOB 926

Fund details & source

Fund ID: 805-2935364607
Reported beneficial owners: 88
Minimum commitment: $0
Form D file number: 021-484951

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

260 FRANKLIN STREET, SUITE 1510
BOSTON, MA, 02110, United States

CRD 158508

Filing source

Form ADV 2116758 · Jun 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.