# Battle Green Advisors

> Battle Green Advisors is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 310889
- Filed as: BATTLE GREEN ADVISORS
- Legal name: Battle Green Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310889
- AdvisorCensus page: https://advisorcensus.com/firm/battle-green-advisors-310889

## Quick answers

**How is Battle Green Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Battle Green Advisors reports these compensation arrangements: a percentage of assets under its management.

**Is Battle Green Advisors registered with the SEC or a state?**
Battle Green Advisors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310889.

**How much does Battle Green Advisors manage?**
Battle Green Advisors reports $15,395,007 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Battle Green Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (7).

**Does Battle Green Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310889

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,395,007
- Discretionary: $15,395,007
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,088,451 |
| High net worth individuals | 14 | $14,306,556 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Battle Green Advisors (CRD 310889): Form ADV filing data as of October 2026.