other names
  • BATTLE INVESTMENT GROUP, LLC

Adviser Profile

As of Date 03/31/2026
ADV Location ATLANTA, GA, United States
Adviser Type - Large advisory firm
Number of Employees 6 -14%
of those in investment advisory functions 6 -14%
Registration SEC, Approved, 05/02/2022
Other registrations (1)
Former registrations

BATTLE INVESTMENT GROUP, LLC

AUM* 307,938,207 10%
of that, discretionary 307,938,207 10%
Private Fund GAV* 263,453,875 21%
Avg Account Size 102,646,069 10%
SMA’s No
Private Funds 3
Contact Info (77 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$263,453,875

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PANORAMA POINT PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund240.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV240.8m AUM178.1m #Funds15
Adviser MBF HEALTHCARE MANAGEMENT II, LLC Hedge Fund- Liquidity Fund- Private Equity Fund235.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV235.0m AUM235.0m #Funds2
Adviser KM CAPITAL MANAGEMENT, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund630.0k Total Private Fund GAV630.0k AUM374.4m #Funds1
Adviser SANDBRIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund981.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV981.6m AUM281.6m #Funds9
Adviser WEALTH PLANNING GROUP Hedge Fund- Liquidity Fund- Private Equity Fund2.0k Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.0k AUM360.9m #Funds2
Adviser BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC Hedge Fund- Liquidity Fund- Private Equity Fund179.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV179.2m AUM195.2m #Funds2
Adviser DENALI GROWTH PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund802.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV802.1m AUM802.1m #Funds9
Adviser MARCYPEN CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund501.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund599.3m Other Fund173.9m Total Private Fund GAV1.9b AUM1.0b #Funds32
Adviser SAVANO DIRECT CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund519.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV519.1m AUM519.1m #Funds21
Adviser FLEXIS CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund339.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV339.1m AUM339.1m #Funds6

Brochure Summary