Battery Global Advisors

Overview

Battery Global Advisors, LLC is registered with the Securities and Exchange Commission under CRD 158508 and SEC file 801 73308.¹ The firm reported 38 employees and approximately 142 client accounts in its June 30, 2026 filing.³ Its principal office is in Boston, Massachusetts.²

History

The firm’s 2026 brochure states that Battery Global Advisors was founded in 2006 as a Delaware limited liability company.² John O’Connor worked with leaders of Battery Ventures to establish the firm.⁴ Battery Management Corp. provided funding for the firm’s launch and early operations. Some indirect owners of Battery Management Corp. also hold equity in BGA.²

Leadership

John O’Connor is the firm’s principal owner and chief executive officer.²⁴ He leads long term strategic planning.⁴ Daniel Burns serves as chief financial officer and chief compliance officer, overseeing accounting, compliance, operations, risk management, and manager due diligence.⁴ Alex Cobb is co chief investment officer of real estate and director of investments.⁴ Brandon is identified on the team page as directing the investment team across public and private markets.⁴ Brian Lentine and Hillel Moskovits are directors of tax and estate planning, with Moskovits identified for Israel.⁴

Services

Battery Global Advisors provides financial planning, investment management, and family office services for high net worth individuals.² Its advisory work also includes managing individual portfolios, managing pooled investment vehicles, and selecting other advisers.⁵ Family office planning can address financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning.²

The firm lists tax and estate planning, accounting and reporting, investment management, and client service among its core capabilities.⁴ Its accounting and reporting work covers investment performance, asset allocation, commitments, and liquidity.⁴ Family office services are structured around each client’s stated goals and objectives, and clients may restrict investments in specified securities or security types.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Retirement planning

Client focus

The Form ADV filing identifies 65 high net worth individuals and 77 pooled investment vehicles among the firm’s reported client types.³ Family office clients are included within the firm’s discretionary advisory activities.² The public team page includes client service and tax personnel serving Boston and Israel oriented work.⁴

Investment philosophy and approach

The firm says it uses private funds, exchange traded funds, mutual funds, and separately managed accounts.⁴ Its listed private fund strategies include real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties.⁴ According to the firm, its process spreads investments among different asset classes and includes fundamental research plus detailed reviews of investment managers.⁴ It also describes a long term view of performance while balancing risk and return expectations.⁴

Assets and minimums

Battery Global Advisors reported $8,374,300,000 in regulatory assets under management as of December 31, 2025, including uncalled private fund commitments.² Approximately $3,619,300,000 was managed on a discretionary basis, while approximately $4,755,000,000 was managed or advised on a nondiscretionary basis.² Private pooled investment funds represented $3,236,900,000 of discretionary assets, and family office clients represented approximately $382.4 million.²

High net worth individuals represented $5,137,400,000 of reported regulatory assets, while pooled investment vehicles represented $3,236,900,000.³ The brochure describes a family office fee schedule of 1.00 percent on the first $5 million, 0.75 percent on the next $5 million, 0.50 percent on the next $40 million, and 0.25 percent above $50 million.² It also states that fixed fees may be negotiated and that certain private funds may charge performance based fees or provide incentive allocations to the adviser.²

By the numbers

FAQs

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Sources

1. SEC Form ADV , accessed October 23, 2026.
2. Battery Global Advisors Form ADV brochure , accessed October 23, 2026.
3. Form ADV filing summary , accessed October 23, 2026.
4. Battery Global Advisors team and website , accessed October 23, 2026.
5. Form ADV filing details , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.