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 REAL ESTATE FUND, LLC - CHARLOTTE PREFERRED SERIESReal Estate Fund · Last reported Jun 30, 2026$20.9MGross asset value

Form D fundraising filings

BGA Real Estate Fund, LLC - Charlotte Preferred 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: 805-4721653589
Reported beneficial owners: 41
Minimum commitment: $0
Form D file number: 021-553039

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 - ECP1 SERIESOther Private Fund · Last reported Jun 30, 2026$19.6MGross asset value

Form D fundraising filings

BGA Private Opportunities Fund, LLC - ECP1 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: 805-4481363125
Reported beneficial owners: 47
Minimum commitment: $0
Form D file number: 021-553556

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 - ARC70 II SERIESOther Private Fund · Last reported Jun 30, 2026$19.4MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - ARC70 II 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: 805-4260905567
Reported beneficial owners: 48
Minimum commitment: $0
Form D file number: 021-362013

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 - CHERRY HILL SERIESReal Estate Fund · Last reported Jun 30, 2026$19MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - Cherry Hill 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: 805-1626161996
Reported beneficial owners: 37
Minimum commitment: $0
Form D file number: 021-291886

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 - ASCENTA I SERIESPrivate Equity Fund · Last reported Jun 30, 2026$18.7MGross asset value

Form D fundraising filings

BGA Private Opportunities Fund, LLC - Ascenta I 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: 805-6188499951
Reported beneficial owners: 51
Minimum commitment: $0
Form D file number: 021-533616

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 - TRV6 SERIESVenture Capital Fund · Last reported Jun 30, 2026$17.4MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - TRV6 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: 805-1570810037
Reported beneficial owners: 33
Minimum commitment: $0
Form D file number: 021-453684

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 - TA XV SERIESPrivate Equity Fund · Last reported Jun 30, 2026$16.9MGross asset value

Form D fundraising filings

BGA Horizon Fund, LLC - TA XV 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: 805-7413659376
Reported beneficial owners: 25
Minimum commitment: $0
Form D file number: 021-548725

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.