BATTLE INVESTMENT GROUP, LLC – investment adviser, $308M regulatory AUM (Form ADV)

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
Pooled investment vehicles	3	$307,938,207	100.0%

Filing source

Form ADV 2102147 · Apr 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

3 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.

BATTLE OPPORTUNITIES, LPPrivate Equity Fund · Last reported Apr 30, 2026$98.4MGross asset value

Form D fundraising filings

Battle Opportunities, LP

Fund administrator SS&C TECHNOLOGIES, INC. UNION, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US, LLP DENVER, Colorado, United States

Custodian BOK FINANCIAL DENVER, Colorado, 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

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-5894971082
Reported beneficial owners: 18
Minimum commitment: $1M
Form D file number: 021-255955

Form ADV 2102147 · Apr 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.

DYNAMIC NC INVESTMENT HOLDINGS, LPPrivate Equity Fund · Last reported Apr 30, 2026$92.6MGross asset value

Auditor RSM US, LLP DENVER, Colorado, United States

Custodian PINNACLE BANK NASHVILLE, Tennessee, United States Related to adviser: No

Provider details

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

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-9801440912
Reported beneficial owners: 34
Minimum commitment: $0

Form ADV 2102147 · Apr 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.

BATTLE OPPORTUNITIES II, LPPrivate Equity Fund · Last reported Apr 30, 2026$72.5MGross asset value

Form D fundraising filings

Battle Opportunities II, LP

Fund administrator SS&C TECHNOLOGIES, INC. UNION, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US, LLP DENVER, Colorado, United States

Custodian PINNACLE BANK NASHVILLE, Tennessee, United States Related to adviser: No

Marketer HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

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

RSM US, LLP
PCAOB 49

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464

Fund details & source

Fund ID: 805-3277906407
Reported beneficial owners: 44
Minimum commitment: $1M
Form D file number: 021-439683

Form ADV 2102147 · Apr 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: Apr 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

3715 NORTHSIDE PARKWAY NW, BUILDING 400, SUITE 385
ATLANTA, GA, 30327, United States

CRD 283292

Filing source

Form ADV 2102147 · Apr 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.