{
  "crd_number": 160921,
  "slug": "battery-management-corp-boston-ma-160921",
  "primary_business_name": "BATTERY MANAGEMENT CORP.",
  "legal_name": "BATTERY MANAGEMENT CORP.",
  "dbas": [
    "BATTERY VENTURES"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-18",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 15609095762.0,
  "raum_discretionary": 15609095762.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 113,
  "advisory_employees": 70,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 15609095762.0,
      "count": 60
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "IN",
    "MA",
    "NC",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://ai-ny.com",
    "https://battery.com",
    "https://battery.ventures",
    "https://batterycollectiveretreat.com",
    "https://batteryevents.com",
    "https://batterylp.com",
    "https://batterysalessummit.com",
    "https://batteryventures.com",
    "https://batteryventures.substack.com",
    "https://billion-dollar-b2b.captivate.fm",
    "https://collective.battery.com",
    "https://instagram.com/battery.ventures",
    "https://linkedin.com/company/battery-collective",
    "https://linkedin.com/company/battery-ventures",
    "https://open.spotify.com/show/4mveqwzJasb8gy998HNvN6",
    "https://open.spotify.com/show/7EXXyohgJ6iuEs7mzprmhl",
    "https://opencloudbattery.com",
    "https://podcasts.apple.com/be/podcast/sound-bites-with-bill-binch/id1732334718",
    "https://podcasts.apple.com/us/podcast/the-real-world-of-ai-use-cases-from-the-front-lines/id1836177317",
    "https://powered-by-battery.captivate.fm",
    "https://reddit.com/user/batteryventures",
    "https://soundcloud.com/user-744332833",
    "https://x.com/batteryventures",
    "https://x.com/cloudnysummit",
    "https://youtube.com/channel/UC-aff-aVVmUVsvBfoZtUSWA",
    "https://youtube.com/channel/UCQg6EU8iaOOnSXDJW0Wdv5Q",
    "https://youtube.com/channel/UCafs4toGyl3Q2NFPaq0GnSg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160921",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/battery-management-corp-boston-ma-160921",
  "display_name": "Battery Management Corp.",
  "summary": "Battery Management Corp. is an SEC-registered investment advisory firm in Boston, MA, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Battery Management Corp. (CRD 160921): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Battery Management Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Battery Management Corp. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Battery Management Corp. located?",
      "a": "Battery Management Corp.'s principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Battery Management Corp. registered with the SEC or a state?",
      "a": "Battery Management Corp. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 160921."
    },
    {
      "q": "How much does Battery Management Corp. manage?",
      "a": "Battery Management Corp. reports $15,609,095,762 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Battery Management Corp.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Battery Management Corp.: Regulatory assets under management: $10,052,357,996 in the October 2021 data and $15,609,095,762 in the October 2026 data, up 55%. Total employees: 76 in October 2021 and 113 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Battery Management Corp. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (60)."
    },
    {
      "q": "Does Battery Management Corp. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160921"
    },
    {
      "q": "What changed in Battery Management Corp.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 65 to 70. Registered or notice-filed in NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10052357996.0,
      "total_employees": 76,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17783745372.0,
      "total_employees": 77,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16840901188.0,
      "total_employees": 96,
      "filing_date": "2023-04-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 16010604706.0,
      "total_employees": 117,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15113652708.0,
      "total_employees": 108,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15609095762.0,
      "total_employees": 113,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 65 to 70.",
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/battery-management-corp-boston-ma-160921.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 60,
      "fewer_than_5": false,
      "raum": 15609095762.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160921",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
