Battery Global Advisors

What Battery Global Advisors does

Battery Global Advisors, LLC (BGA) is an SEC-registered investment adviser and private family office firm founded in 2005 by John O'Connor in partnership with Battery Ventures leadership. The firm provides customized wealth management to a narrow, high-net-worth client base of venture capital and private equity professionals and technology entrepreneurs, delivering investment management, tax and estate planning, accounting and reporting, and day-to-day client service coordination under an institutional family office framework. Across advised families and its private fund offerings, BGA manages over $4 billion in assets for sophisticated investors globally.

The firm's core product set spans conventional vehicles — ETFs, mutual funds, and separately managed accounts — alongside proprietary private funds covering real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties. Specific pooled vehicles include BGA Horizon Fund, LLC (ZPU Series, a hedge fund) and BGA Private Opportunities Fund, LLC (ECP1 Nontaxable Series), both structured as Delaware LLCs and offered under SEC Rule 506 exemptions. Service delivery is anchored by credentialed professionals (CFA, CFP, CPA, CAIA) with prior tenure at KPMG, PwC, Fidelity Investments, Meketa Investment Group, Barclays Capital, Tudor Investments, and Credit Suisse.

BGA operates from three offices — Boston (headquarters, 260 Franklin Street), New York (414 W 14th St), and Ra'anana, Israel (HaMasger St 6) — the latter serving clients with dual US-Israel tax exposure. Revenue is generated through recurring asset management fees and family office advisory fees on a bespoke, quote-based pricing model with no publicly disclosed rate card. Distribution is entirely direct and relationship-driven, with no intermediaries, digital self-service channels, or broad marketing campaigns; client acquisition relies on referrals from the Battery Ventures ecosystem and existing client relationships.

Name

Battery Global Advisors

Legal name

Battery Global Advisors, LLC

Website

https://batteryglobaladvisors.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Battery Global Advisors is an SEC-registered investment adviser and private family office firm managing over $4 billion for venture capital, private equity, and technology entrepreneur clients. Founded in 2005 out of Battery Ventures, it delivers integrated investment management, tax and estate planning, and family office services from Boston, New York, and Israel.

Ownership category

akta.pro rank

Product category

Wealth Management and Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Fee-Based Advisory (FSAEAAAM), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Family office services
• Wealth management advisory
• Private fund management
• Tax estate planning
• Investment management services

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Asset Management Fees: BGA earns fees based on assets under management across the private funds they manage, including real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties. The firm manages over $4B of assets for sophisticated investors.
2. Family Office Advisory Services: Recurring advisory fees for customized wealth management services including investment management, tax and estate planning, accounting and reporting, and client service coordination.
3. Private Fund Management: Management of private funds including BGA Private Opportunities Fund and BGA Horizon Fund, with the firm acting as manager of pooled investment vehicles.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Battery Global Advisors provides customized wealth management within an institutional family office framework, serving venture capital and private equity professionals and technology entrepreneurs. The firm offers investment management (private funds, ETFs, mutual funds, separately managed accounts), tax and estate planning, accounting and reporting, and ongoing client service coordination. BGA manages over $4B of assets across strategies including real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties.

Product overview

Battery Global Advisors provides a comprehensive family office platform offering customized wealth management within an institutional family office framework. The firm manages over $4B of assets through investment management (ETFs, mutual funds, separately managed accounts), tax and estate planning, accounting and reporting, and client services. The core product portfolio includes private funds spanning real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties, as well as specific funds such as BGA Private Opportunities Fund and BGA Horizon Fund.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Differentiated investment opportunities using private funds combined with conventional strategies for targeted exposure, diversification, and liquidity; offered to venture capital and private equity professionals and technology entrepreneurs.
• Tax and Estate Planning Customized strategies to minimize taxes and maximize charitable and multigenerational planning opportunities for high-net-worth clients.
• Accounting and Reporting Comprehensive reporting of investment performance, asset allocation, commitments, and liquidity to generate actionable insights for family office clients.
• Client Service and Family Office Services Coordination of clients' personal financial responsibilities, including cash flow planning, reporting, and investment facilitation.
• Private Funds Pooled investment vehicles offering access to alternative strategies including real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties.
• ETFs Exchange-traded funds used for conventional investment strategies and targeted exposure within client portfolios.
• Mutual Funds Mutual funds for conventional investment strategies and targeted exposure within client portfolios.
• Separately Managed Accounts Customized investment accounts tailored to specific client needs and objectives.
• BGA Horizon Fund, LLC - ZPU Series A pooled investment fund (hedge fund) managed by Battery Global Advisors, LLC, filed under SEC Rule 506(b) exempt offering rules.
• BGA Private Opportunities Fund, LLC - ECP1 Nontaxable Series A Delaware limited liability company exempt offering of securities targeting both accredited and non-accredited investors with a total amount of $4,790,000.

Quantifiable outcome

• Managing over $4B in assets for sophisticated investors

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Cresset Capital: Multi-family office serving HNW entrepreneurs, founders, and executives with integrated investment management, tax, and estate planning. Highly comparable to BGA in client archetype (tech/PE wealth), service bundling, and boutique scale.
• Iconiq Capital: Wealth management and private multi-family office with deep ties to the venture capital and technology founder ecosystem. Comparable to BGA in serving VC-backed founders, offering alts access, and structuring bespoke family office services.
• Ascent Private Capital Management: Multi-family office within U.S. Bank serving HNW clients with integrated investment, trust, and estate services. Comparable client segment and bundled family-office offering, though with the backing of a national bank.

Broad incumbents

• Bessemer Trust: One of the largest multi-family offices in the US, serving multigenerational HNW families with investment management, trust, and estate services. Comparable in core services but operates at significantly larger scale and with a broader geographic footprint than BGA.
• Glenmede: Independently owned investment and wealth management firm serving HNW families, foundations, and endowments. Comparable in client profile and integrated advisory/portfolio management approach, with deeper institutional asset management capabilities.
• Brown Brothers Harriman (Wealth Management): Private partnership providing wealth management and investment services to HNW families and institutions. Comparable in private wealth focus and integrated advisory capabilities, but operating at substantially greater scale than BGA.
• Brown Advisory: Independent investment and wealth management firm serving HNW families, endowments, and institutions. Comparable in serving sophisticated HNW clients with bespoke wealth and investment offerings, though with a larger institutional asset management arm.

Others

• Cambridge Associates: Investment advisory firm serving endowments, foundations, and HNW families with portfolio construction and manager research. Comparable in serving sophisticated investor portfolios and CIO-grade investment talent overlap, but BGA's clientele is more entrepreneur/VC-focused rather than institutional.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks3 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/3194352

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Battery Global Advisors