BATTERY GLOBAL ADVISORS, LLC
C18
CRD 158508·SEC 801-73308·BOSTON, MA
AUM
$8.37B
$1B+
Est. Revenue
$83.7M
@ 1% on AUM
Est. EBITDA
$25.1M
@ 30% margin
Est. Deal Value
$201.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.24B
'21 · $1.97B
'22 · $2.48B
'23 · $4.15B
'25 · $6.90B
'26 · $8.37B
'20'26
$1.24B → $8.37B▲ +573%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 7 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 12 advisors
'26 · 12 advisors
'20'26
6 advisors → 12 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2019-02-042019-02-04 · 0001378804-19-000001
2018-02-052018-02-05 · 0001378804-18-000001
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1 MARINA PARK DR STE 1150BOSTON, MA 02210
Business
1 MARINA PARK DR STE 1150BOSTON, MA 02210
Edgar Recent Filings
D/A2019-02-04 · 0001378804-19-000001
D/A2018-02-05 · 0001378804-18-000001
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com