Battle Investment Group, LLC

Fee-Only (% of Portfolio)

Battle Investment Group manages private equity funds, partnering with institutional and individual investors to support companies in the defense, government, aerospace, telecommunications, and critical infrastructure sectors. Battle Group seeks to actively contribute to the growth of its portfolio companies. The firm focuses on businesses with $5-100 million in annual revenue, investing $5-20 million in equity.

Assets Under Management$280M
Clients3
AdvisorsN/A
Avg. per Client$93M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Battle Investment Group manages private equity funds. Investors in the funds generally pay an annual management fee of 2.0% of their capital commitments during the investment period. After the investment period, the fee is 2.0% of the lesser of the cost basis or fair market value of the remaining investments. The general partners of the funds are also entitled to receive carried interest based on a specific waterfall structure.

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