B
CRD: 310889
Battle Green Advisors
Lexington, MA
7817786029
$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
-- Lexington MA
About Battle Green Advisors
Battle Green Advisors is a Lexington-based RIA. The firm has been operating for 4 years. Managing $15.4M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$733.1K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Prime Capital foundation Optima momentum Beacon meridian
Client Personas
Vertex focus
Investment Themes
Vertex capital
Investment Vehicles
Pathway
Services
Fusion
Owner & Executives
I
Irwan The
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7294768
- Ownership
- 75% or more
(880) 821-8098
signal.foundation@capitalcapital.com
in linkedin.com/in/prime-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
A
Andrew Lee The
--
- CRD
- #8046174
(269) 206-9347
element.beacon@beaconcapital.com
in linkedin.com/in/frontier-wave
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,395,007 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,395,007 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,395,007
Equity - OTC:
31.0% Equity - Exchange:
20.4% Cash:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,123,432,011 | 31.0% |
| Equity - Exchange | $739,290,743 | 20.4% |
| Cash | $1,761,251,474 | 48.6% |
| Total | $3,623,974,228 | 100.0% |