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 - PARALOS LS SERIESHedge Fund · Last reported Jun 30, 2026$49.7MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Paralos LS 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: 805-2443465133
Reported beneficial owners: 62
Minimum commitment: $0
Form D file number: 021-291915

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 - BVXIV SERIESVenture Capital Fund · Last reported Jun 30, 2026$47.7MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - BVXIV 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 RAYMOND JAMES & ASSOCIATES, INC. BALTIMORE, Maryland, 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

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-2119766080
Reported beneficial owners: 65
Minimum commitment: $0
Form D file number: 021-453680

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 - BVXIII SERIESVenture Capital Fund · Last reported Jun 30, 2026$47.1MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - BVXIII 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 RAYMOND JAMES & ASSOCIATES, INC. BALTIMORE, Maryland, 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

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-1223763303
Reported beneficial owners: 64
Minimum commitment: $0
Form D file number: 021-362015

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 - 2020 SERIESReal Estate Fund · Last reported Jun 30, 2026$47.1MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - 2020 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: 805-6576960233
Reported beneficial owners: 64
Minimum commitment: $0
Form D file number: 021-365704

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 - BAKER BROTHERS SERIESHedge Fund · Last reported Jun 30, 2026$45.2MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Baker Brothers 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: 805-9578884269
Reported beneficial owners: 62
Minimum commitment: $0
Form D file number: 021-414627

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 - DC COINVEST SERIESReal Estate Fund · Last reported Jun 30, 2026$41.9MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - Data Center Coinvest 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. NEEDHAM, Massachusetts, 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 3709

Fund details & source

Fund ID: 805-3826065579
Reported beneficial owners: 71
Minimum commitment: $0
Form D file number: 021-517566

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 - IWP ARC70 IV SERIESOther Private Fund · Last reported Jun 30, 2026$41.5MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - IWP Arc70 IV Series

Fund administrator NAV CONSULTING, INC. OAK BROOK 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: 805-7611796545
Reported beneficial owners: 41
Minimum commitment: $0
Form D file number: 021-489732

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.