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BATTERY GLOBAL ADVISORS, LLC

BOSTON, MA · CRD 158508 · IAPD ↗ · bga.com · 617-948-3800

$8.37BRegulatory AUM
12Advisory reps
38Employees
0Clients
101-250Planning clients
77Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — BATTERY GLOBAL ADVISORS, LLC reported RAUM up 67% ($4.12B -> $6.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.