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 - HIMALAYA SERIESHedge Fund · Last reported Jun 30, 2026$64.7MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Himalaya 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: 805-1873213786
Reported beneficial owners: 56
Minimum commitment: $0
Form D file number: 021-385350

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 - 2024 SERIESReal Estate Fund · Last reported Jun 30, 2026$63.2MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - 2024 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: 805-6756785619
Reported beneficial owners: 78
Minimum commitment: $0
Form D file number: 021-514071

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 - AUSTIN SERIESReal Estate Fund · Last reported Jun 30, 2026$62.4MGross asset value

Form D fundraising filings

BGA Opportunity Zone Fund, LLC - Austin 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: 805-6306416012
Reported beneficial owners: 60
Minimum commitment: $0
Form D file number: 021-385566

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 SELECT FUND, LLCHedge Fund · Last reported Jun 30, 2026$58.8MGross asset value

Form D fundraising filings

BGA Select Fund, LLC

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: 805-1137950710
Reported beneficial owners: 22
Minimum commitment: $0
Form D file number: 021-330402

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 - COLUMBIA SPECTRUM V SERIESOther Private Fund · Last reported Jun 30, 2026$55.6MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Columbia Spectrum V 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: 805-8807058601
Reported beneficial owners: 82
Minimum commitment: $0
Form D file number: 021-410576

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 PRIVATE OPPORTUNITIES FUND, LLC - DIGITAL INFRASTRUCTURE SERIESOther Private Fund · Last reported Jun 30, 2026$52.8MGross asset value

Form D fundraising filings

BGA Private Opportunities Fund, LLC - Digital Infrastructure 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: 805-9390611197
Reported beneficial owners: 45
Minimum commitment: $0
Form D file number: 021-553550

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 - ZPE SERIESHedge Fund · Last reported Jun 30, 2026$51.3MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - ZPE 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: 805-5729273039
Reported beneficial owners: 46
Minimum commitment: $0
Form D file number: 021-330415

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.