other names
Battle Investment Group, LLC operates as a private institutional investment management firm. The Firm seeks to support enterprises in the aerospace, defense, government, industrial, and communications markets. Battle Investment Group serves customers in North America.

Adviser Profile

As of Date 05/01/2025
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 05/02/2022
Other registrations (1)
Former registrations

BATTLE INVESTMENT GROUP, LLC

AUM* 278,976,501 10.00%
of that, discretionary 278,976,501 10.00%
Private Fund GAV* 218,302,168 7.71%
Avg Account Size 92,992,167 10.00%
SMA’s No
Private Funds 3
Contact Info (40 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

254M 217M 181M 145M 109M 72M 36M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$218,302,168

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Brochure Summary