Battery Management: AUM & Ownership

Clients

Battery Management serves 60 clients. The average client has about $260 million with the firm.

Regulatory assets by client type

Pooled investment vehicles60 clients100%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Pooled investment vehicles	60	$15,609,095,762	100.0%	$260.2M
Total	60	$15,609,095,762	100%	$260.2M

Pooled investment vehicles

Clients: 60
Regulatory AUM: $15,609,095,762
Share: 100.0%
Avg. per client: $260.2M

Total

Clients: 60
Regulatory AUM: $15,609,095,762
Share: 100%
Avg. per client: $260.2M

What it does

Battery Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Battery Management advises 60 private funds.

100.0% of assets ($15.61B across 60 accounts) are managed with discretion. 32% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Battery Management has custody of $15.61B for 60 clients.

Managed account assets by custodian

All other custodians$15.61B100%

Ownership and leadership

Battery Management Company LLC owns 75% or more of Battery Management.

Who owns the firm

Battery Management Corp.· the adviser

Battery Management Company LLC
Control person · since January 2005
Owns 75% or more of Battery Management Corp.

Leadership

Neeraj Agrawal
Executive Officer, Board Member, Vice President
Michael Brown
Executive Officer, Board Member, President
Jesse Feldman
Executive Officer, Board Member, Vice President
Chelsea Stoner
Executive Officer, Vice President
Christopher Schiavo
Treasurer, Chief Financial Officer
Lizette Perez-Deisboeck
Secretary, General Counsel, Chief Compliance Officer
Morad El-Hafed
Executive Officer
Russell Fleischer
Executive Officer
Roger Lee
Executive Officer
Zachary Smotherman
Executive Officer
Robert Tabors
Executive Officer
Dharmesh Thakker
Executive Officer
Scott Tobin
Executive Officer

Staff

113 employees
70 in advisory functions

Reported holdings

Battery Management’s reported 13F holdings total $368.3M across 5 positions, and the ten largest make up 100.0% of it.

$368.3M
Reported 13F value: 5
Positions: 100.0%
In the 10 largest: −13.5%
Value vs. prior quarter

Ten largest positions, share of reported value

Servicetitan Inc. · Shs CL A49.7%
Braze Inc. · Com CL A27.3%
Kodiak AI Inc..15.7%
Champions Oncology Inc.4.1%
Sprinklr Inc. · CL A3.4%

Together, the ten largest are 100.0% of reported value.

The 5 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $368.3M is not its $15.61B in regulatory assets and does not represent any individual client's portfolio.

Fees

Battery Management is paid through a percentage of assets under management and performance-based fees.

Battery Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Battery Management has 3 offices, with 4 listed addresses across 3 states.

Listed office addresses by state

Massachusetts · 1 listed address

One Marina Park Drive, Suite 1100, BostonHQ

Other business names

Battery Management has reported 1 other business name to the SEC.

Battery Ventures

Registration details

Legal name: Battery Management Corp.
Headquarters: One Marina Park Drive, Suite 1100, Boston, MA 02210
Phone: 617-948-3600
Website: www.battery.com
SEC file: 801-79475
Structure: Massachusetts corporation
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Battery Management have?

Battery Management has 60 clients and manages $15.6 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Battery Management offer?

Battery Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Battery Management have?

Battery Management has 0 investment adviser representatives registered with state securities authorities, out of 113 employees, and 70 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Battery Management?

Battery Management’s direct owner is Battery Management Company LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Battery Management get paid?

Battery Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file