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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- CrestAtlas +more
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
About Battery Global Advisors, LLC
Battery Global Advisors is a Boston-based RIA delivering institutional-style family office wealth management for venture capital/private equity executives and technology entrepreneurs. Portfolios use ETFs, mutual funds, and SMAs, complemented by private funds offering access to alternatives including real estate, private equity, hedge funds, and specialty strategies. Team integrates investment management with tax and estate planning; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN MICHAEL O'CONNOR
Chief Executive Officer, Chief Investment Officer, DIRECTOR, Manager
- CRD
- --
- Ownership
- 25% but less than 50%
DANIEL LOUIS BURNS
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Glacier delta
Timber alpha
- CRD
- #19394
- Ownership
- 35.7%
Showing 2 of 10 owners & executives
Unlock allContacts
Tom Ballantyne
Investment Advisory Board
- CRD
- --
PHILIP LINDSEY BULLEN
Advisor, DIRECTOR, Investment Advisor
- CRD
- --
Harbor element
Fusion eagle
- CRD
- #10410
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,619,300,000 | $40,214,444 |
| Non-Discretionary | $4,755,000,000 | $91,442,308 |
| Total | $8,374,300,000 | $58,973,944 |
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Separately Managed Accounts
Total SMA Asset: $5,137,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $655,113,139 | 19.6% |
| Private Funds | $157,093,457 | 4.7% |
| Cash | $157,093,457 | 4.7% |
| Other | $477,965,198 | 14.3% |
| Municipal Bonds | $511,389,338 | 15.3% |
| Public Funds | $594,949,687 | 17.8% |
| Equity - OTC | $190,517,596 | 5.7% |
| Other | $598,292,100 | 17.9% |
| Total | $3,342,413,972 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM INSIGHT | EMBER MATRIX | 5RIP1SEX3 | WGD | 2.09% | $100,203,870 |
| VITAL VALUE ZENITH | QUANTUM DELTA | 3YOQNH1AN | NQN | 7.07% | $114,997,799 |
| ZENITH MOMENTUM BRIDGE | WAVE MERIDIAN | GVJS8KS71 | WHTNB | 3.32% | $42,379,460 |
| EAGLE FRONTIER HARBOR | VALUE HARBOR | D59J66DIC | QIZZO | 5.24% | $119,831,013 |
| INSIGHT NORTH EMBER | LEGACY CAPITAL | KSXS6C6L1 | PYMI | 6.88% | $53,894,504 |
| PIONEER CREST | VITAL SUMMIT | HHTLM5XZK | AVHCT | 11.46% | $89,189,246 |
| EAGLE VALUE | MOMENTUM VECTOR | WTM6HP93U | FTUS | 6.28% | $102,127,405 |
| FUSION DELTA | DELTA VECTOR | NY87AZHTW | GSWD | 8.07% | $67,892,581 |