Battle Green Advisors

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Client assets under management

$15,395,007

Clients

67% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$733,096

About

Battle Green Advisors is a small, state-registered investment adviser that provides discretionary investment management to individuals, high-net-worth clients and businesses through a set of model portfolios. The firm manages roughly $15.4 million for about 21 clients with a two-advisor team and typically requires a $25,000 minimum for managed accounts.

The firm combines fundamental and quantitative methods — including statistical models and machine learning algorithms with technical analysis and macro overlays — to select stocks and ETFs based on price/volume action and fundamental catalysts such as earnings surprises. Battle Green constructs and manages model portfolios on a discretionary basis, uses Interactive Brokers as custodian, and documents account activity and annual portfolio reviews for clients.

Noteworthy among peers, Battle Green uses borrowing/margin in separately managed accounts as part of its strategy, a practice that is uncommon for supported firms. The firm also emphasizes daily review of model portfolios and a quantitative data-science orientation, reflecting an analytical approach that differs from many small advisers that rely primarily on traditional fundamental analysis.

Client services

Portfolio management

Expertise

Passive / index investing

Fee options

Percentage

Less than $1,000,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.10% $5,000,000 - $9,999,999: 0.95% $10,000,000+: 0.80%

Other

Account minimum: $25,000

Main office location

Battle Green Advisors

Lexington MA, United States

Number of offices

Most active in

Massachusetts

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

781-778-6029

Advisors at this firm

Andrew T

Series 65

Lexington, MA

Battle Green Advisors

Andrew The is a financial advisor at Battle Green Advisors in Lexington, MA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he attended Cornell University from 2021 to 2024. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm employs a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios ranging from broad growth to concentrated strategies, with a distinctive use of margin under a specific policy uncommon among independent advisers.

Passive / index investing

Irwan T

Series 65

Lexington, MA

Battle Green Advisors

Irwan The is a financial advisor at Battle Green Advisors with a Series 65 credential and four years of industry experience. Prior to founding Battle Green Advisors, he worked at Epsilon for nine years. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm uses a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios and employs an articulated margin policy that restricts borrowing in downward or flat markets.

Passive / index investing

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