Battery Global Advisors, LLC is an SEC-registered investment adviser based in Boston, MA that reports managing 16 hedge funds on Form ADV. It reports $8.4 billion in regulatory assets under management. Its private funds, of all types, hold $3.3 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +2.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +22.4% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $8.4 billionForm ADV Item 5.F
- Gross assets of private funds
- $3.3 billionAll private fund types, Form ADV
- Hedge funds managed
- 1677 private funds in total
- Employees
- 38Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 158508
- Latest Form ADV
- 06/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
Est. 2026 YTD+2.9%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+22.4%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$199.8 million157 positions, 2026-06-30
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +9.5% | +14.8% |
| Q1 2026 | -6.1% | -4.6% |
| Q4 2025 | +1.1% | +2.4% |
| Q3 2025 | +2.5% | +7.8% |
| Q2 2025 | +10.8% | +10.4% |
| Q1 2025 | -6.2% | -4.5% |
| Q4 2024 | +5.2% | +2.1% |
| Q3 2024 | +4.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Vanguard Total Stock Market ETF$63.2 million
- Vanguard S&P 500 ETF$20.4 million
- Vanguard Ftse Developed Markets ETF$19.5 million
- Payoneer Global Inc$17.0 million
- Intuit Com$10.2 million
- Vanguard Ftse Emerging Marke$10.1 million
- Ishares Gold TR$7.7 million
- SPDR Portfolio Developed World$7.7 million
- Vanguard Growth ETF$6.3 million
- Invesco S&P 500 Equal Weight E$4.7 million
As of 2026-06-30, from 13F filing by Battery Global Advisors, LLC.
Hedge funds filing Form D (14)
Fund
First sale
Raised
Investors
Minimum
YTD performance
BGA Horizon Fund, LLC - PAR Series
Boston, MA
First saleJan 2013
Raised$207M
Investors94
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Verition Series
Boston, MA
First saleMay 2017
Raised$86.5M
Investors85
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Briarwood Series
Boston, MA
First saleJan 2019
Raised$82.3M
Investors72
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Paralos LS Series
Boston, MA
First saleJul 2017
Raised$69.6M
Investors97
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - ZPE Series
Boston, MA
First saleJan 2019
Raised$66.7M
Investors70
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - ZPU Series
Boston, MA
First saleNov 2015
Raised$66.7M
Investors91
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Himalaya Series
Boston, MA
First saleJan 2021
Raised$66.5M
Investors83
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Stone Ridge Series
Boston, MA
First saleJan 2024
Raised$61.9M
Investors94
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Clear Sky Series
Boston, MA
First saleAug 2021
Raised$51.7M
Investors71
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Stone Ridge 2025 Series
Boston, MAEmerging
First saleJan 2025
Raised$22.5M
Investors38
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Rhino Series
Boston, MAEmerging
First saleJan 2024
Raised$20.4M
Investors32
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Stone Ridge 2026 Series
Boston, MAEmerging
First saleJan 2026
Raised$10.0M
Investors18
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Verition Class C Series
Boston, MAEmerging
First saleApr 2025
Raised$3.7M
Investors7
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
BGA Horizon Fund, LLC - Himalaya Offshore Series
Boston, MAEmerging
First saleJan 2021
Raised$3.1M
Investors8
MinimumNone set
YTD performance+2.9%13F est. YTD · thru Q2 2026
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private equity funds filing Form D (3)
Fund
First sale
Raised
Investors
Minimum
Offering
BGA Private Opportunities Fund, LLC - Ascenta I Series
Boston, MAEmerging
First saleDec 2024
Raised$20.2M
Investors51
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - Arlington VII Series
Boston, MAEmerging
First saleJan 2026
Raised$17.5M
Investors23
MinimumNone set
Offering506(b)
BGA Horizon Fund, LLC - TA XV Series
Boston, MAEmerging
First saleFeb 2025
Raised$17.3M
Investors25
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Venture capital funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
BGA Private Opportunities Fund, LLC - BVXV Series
Boston, MAEmerging
First saleApr 2026
Raised$27.0M
Investors42
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private investment funds filing Form D (13)
Fund
First sale
Raised
Investors
Minimum
Offering
BGA Private Opportunities Fund, LLC - Digital Infrastructure Series
Boston, MA
First saleJul 2025
Raised$209M
Investors239
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - Vantage NA Series
Boston, MA
First saleDec 2024
Raised$120M
Investors96
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - DC BLOX Series
Boston, MA
First saleApr 2025
Raised$61.4M
Investors37
MinimumNone set
Offering506(b)
BGA Real Estate Fund, LLC - 2026 Series
Boston, MA
First saleApr 2026
Raised$53.9M
Investors53
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - DC BLOX 2 Series
Boston, MAEmerging
First saleFeb 2026
Raised$49.7M
Investors49
MinimumNone set
Offering506(b)
BGA Real Estate Fund, LLC - 2025 Series
Boston, MAEmerging
First saleFeb 2025
Raised$48.2M
Investors50
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - NextFrontier Series
Boston, MAEmerging
First saleApr 2026
Raised$40.0M
Investors55
MinimumNone set
Offering506(b)
BGA Real Estate Fund, LLC - Charlotte Preferred Series
Boston, MAEmerging
First saleJul 2025
Raised$20.7M
Investors41
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - DayOne Series
Boston, MAEmerging
First saleJun 2026
Raised$15.0M
Investors1
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - Columbia Spectrum VI Series
Boston, MAEmerging
First saleApr 2025
Raised$11.8M
Investors31
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - ECP1 Series
Boston, MAEmerging
First saleAug 2025
Raised$11.5M
Investors47
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - NHPP V Series
Boston, MAEmerging
First saleJun 2025
Raised$7.6M
Investors29
MinimumNone set
Offering506(b)
BGA Private Opportunities Fund, LLC - ECP1 Nontaxable Series
Boston, MAEmerging
First saleAug 2025
Raised$4.8M
Investors19
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (59)
Fund
Gross assets
Minimum
Owners
Adviser
BGA Horizon Fund, LLC - Arc70 III Series
Delaware, United StatesPrivate fund
Gross assets$164M
MinimumNone set
Owners122
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - 2022 Series
Delaware, United StatesReal estate fund
Gross assets$113M
MinimumNone set
Owners60
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - 2021q4 Series
Delaware, United StatesReal estate fund
Gross assets$100M
MinimumNone set
Owners86
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Arc70 IV Series
Delaware, United StatesPrivate fund
Gross assets$92.3M
MinimumNone set
Owners102
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - 2021 Series
Delaware, United StatesReal estate fund
Gross assets$89.8M
MinimumNone set
Owners95
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - 2022 Series
Delaware, United StatesReal estate fund
Gross assets$80.4M
MinimumNone set
Owners100
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Verition Series
Delaware, United StatesHedge fund
Gross assets$75.5M
MinimumNone set
Owners58
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Zpu Series
Delaware, United StatesHedge fund
Gross assets$75.1M
MinimumNone set
Owners69
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Paralos Ls Series
Delaware, United StatesHedge fund
Gross assets$74.7M
MinimumNone set
Owners66
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - Yonkers Series
Delaware, United StatesReal estate fund
Gross assets$69.8M
MinimumNone set
Owners84
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - Austin Series
Delaware, United StatesReal estate fund
Gross assets$67.7M
MinimumNone set
Owners60
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Briarwood Series
Delaware, United StatesHedge fund
Gross assets$64.5M
MinimumNone set
Owners43
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - 2023 Series
Delaware, United StatesReal estate fund
Gross assets$64.4M
MinimumNone set
Owners88
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - 2020 Series
Delaware, United StatesReal estate fund
Gross assets$61.6M
MinimumNone set
Owners64
AdviserBattery Global Advisors, LLC
BGA Select Fund, LLC
Delaware, United StatesHedge fund
Gross assets$53.6M
MinimumNone set
Owners22
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bvxiii Series
Delaware, United StatesVenture capital fund
Gross assets$47.2M
MinimumNone set
Owners63
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Clear Sky Series
Delaware, United StatesHedge fund
Gross assets$46.5M
MinimumNone set
Owners53
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bvxiv Series
Delaware, United StatesVenture capital fund
Gross assets$45.6M
MinimumNone set
Owners66
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Himalaya Series
Delaware, United StatesHedge fund
Gross assets$45.3M
MinimumNone set
Owners68
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Jer Series
Delaware, United StatesPrivate fund
Gross assets$43.1M
MinimumNone set
Owners15
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Baker Brothers Series
Delaware, United StatesHedge fund
Gross assets$41.3M
MinimumNone set
Owners71
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Columbia Spectrum V Series
Delaware, United StatesPrivate fund
Gross assets$40.0M
MinimumNone set
Owners78
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - St. Louis Series
Delaware, United StatesReal estate fund
Gross assets$37.6M
MinimumNone set
Owners58
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bvxii Series
Delaware, United StatesVenture capital fund
Gross assets$36.2M
MinimumNone set
Owners48
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - Cups Series
Delaware, United StatesReal estate fund
Gross assets$33.7M
MinimumNone set
Owners24
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - 2019 Series
Delaware, United StatesReal estate fund
Gross assets$32.2M
MinimumNone set
Owners50
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Zpe Series
Delaware, United StatesHedge fund
Gross assets$31.6M
MinimumNone set
Owners24
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Krh Series
Delaware, United StatesVenture capital fund
Gross assets$31.2M
MinimumNone set
Owners70
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Iwp Arc70 IV Series
Delaware, United StatesPrivate fund
Gross assets$30.5M
MinimumNone set
Owners32
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Tsg9 Series
Delaware, United StatesPrivate equity fund
Gross assets$30.2M
MinimumNone set
Owners43
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - Austin Urban East 2 Series
Delaware, United StatesReal estate fund
Gross assets$30.0M
MinimumNone set
Owners55
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Par Series
Delaware, United StatesHedge fund
Gross assets$28.7M
MinimumNone set
Owners27
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bvxi Series
Delaware, United StatesVenture capital fund
Gross assets$26.9M
MinimumNone set
Owners20
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Sentinel VII Series
Delaware, United StatesPrivate equity fund
Gross assets$26.4M
MinimumNone set
Owners39
AdviserBattery Global Advisors, LLC
BGA Opportunity Zone Fund, LLC - Englewood Series
Delaware, United StatesReal estate fund
Gross assets$23.9M
MinimumNone set
Owners36
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Arc70 II Series
Delaware, United StatesPrivate fund
Gross assets$23.8M
MinimumNone set
Owners46
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Boc Series
Delaware, United StatesHedge fund
Gross assets$19.6M
MinimumNone set
Owners36
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Cherry Hill Series
Delaware, United StatesReal estate fund
Gross assets$17.5M
MinimumNone set
Owners37
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Trv6 Series
Delaware, United StatesVenture capital fund
Gross assets$17.0M
MinimumNone set
Owners33
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Rjk Series
Delaware, United StatesReal estate fund
Gross assets$16.5M
MinimumNone set
Owners21
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Aviation - Wng Series
Delaware, United StatesPrivate fund
Gross assets$15.2M
MinimumNone set
Owners34
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - BV Select II Series
Delaware, United StatesVenture capital fund
Gross assets$10.8M
MinimumNone set
Owners19
AdviserBattery Global Advisors, LLC
BGA Real Estate Fund, LLC - 2018 Series
Delaware, United StatesReal estate fund
Gross assets$9.6M
MinimumNone set
Owners41
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Aviation - Wings Series
Delaware, United StatesPrivate fund
Gross assets$9.5M
MinimumNone set
Owners54
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Baker Brothers 202207 Series
Delaware, United StatesHedge fund
Gross assets$9.0M
MinimumNone set
Owners19
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Harbour V Series
Delaware, United StatesPrivate fund
Gross assets$8.4M
MinimumNone set
Owners23
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bv-X Nontaxable Series
Delaware, United StatesVenture capital fund
Gross assets$6.6M
MinimumNone set
Owners3
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Audax6 Series
Delaware, United StatesPrivate equity fund
Gross assets$6.4M
MinimumNone set
Owners13
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Ballardvale Series
Delaware, United StatesReal estate fund
Gross assets$6.2M
MinimumNone set
Owners19
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bcv 2022 Series
Delaware, United StatesVenture capital fund
Gross assets$5.8M
MinimumNone set
Owners10
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Oi2 Series
Delaware, United StatesPrivate fund
Gross assets$5.4M
MinimumNone set
Owners22
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Aviation - Wings2 Series
Delaware, United StatesPrivate fund
Gross assets$4.2M
MinimumNone set
Owners57
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Hrp3 Series
Delaware, United StatesPrivate fund
Gross assets$3.9M
MinimumNone set
Owners20
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bv-X Taxable Series
Delaware, United StatesVenture capital fund
Gross assets$3.2M
MinimumNone set
Owners8
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - 683 Series
Delaware, United StatesHedge fund
Gross assets$2.4M
MinimumNone set
Owners10
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Himalaya Offshore Series
Delaware, United StatesHedge fund
Gross assets$2.3M
MinimumNone set
Owners6
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - BV Select I Series
Delaware, United StatesVenture capital fund
Gross assets$2.1M
MinimumNone set
Owners16
AdviserBattery Global Advisors, LLC
BGA Horizon Fund, LLC - Bvxiv Nontaxable Series
Delaware, United StatesVenture capital fund
Gross assets$1.2M
MinimumNone set
Owners4
AdviserBattery Global Advisors, LLC
Battery Opportunity Fund LLC
Delaware, United StatesHedge fund
Gross assets$800K
MinimumNone set
Owners53
AdviserBattery Global Advisors, LLC
As reported in the adviser's Form ADV filed Jul 2, 2024. Funds also listed from Form D are shown above.
Fund vehicles: feeder funds and single-deal vehicles (2)
Fund
Gross assets
Minimum
Owners
Adviser
BGA Horizon Fund, LLC - Arc70 Coinvest 1 Series
Delaware, United StatesPrivate fund
Gross assets$29.9M
MinimumNone set
Owners30
AdviserBattery Global Advisors, LLC
BGA Seaport Fund, LLC - Series a
Delaware, United StatesHedge fund
Gross assets$15.4M
MinimumNone set
Owners45
AdviserBattery Global Advisors, LLC
Feeder funds invest through a master fund; single-deal vehicles (SPVs, co-investments, series) hold one investment.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures