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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 2, 2025 and June 30, 2026, reported AUM increased 21.4%, from $6.9B to $8.4B.
Across 5 reported observations, AUM increased 101.6% between July 1, 2022 and June 30, 2026, from $4.2B to $8.4B.
Of the latest reported AUM, 43.2% is discretionary and 56.8% is non-discretionary.
The firm reports 12 advisory representatives and 142 clients, or 11.8 clients per representative. That equates to $59.0M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Battery Global Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Battery Global Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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, Chief Financial Officer and Chief Compliance Officer, Senior Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 10 owners & executives
Unlock allContacts
Tom Ballantyne
Investment Advisory Board
- CRD
- --
George Cohen
Investment Advisor
- CRD
- --
Showing 2 of 18 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
SMA allocation detail is available
Battery Global Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Battery Global Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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